E-Z Data Announces Support for StatementOne Web Services at FPA’s 2004 Broker-Dealer Conference

Broker-Dealers and advisors to get on-demand updates from StatementOne using E-Z Data’s SmartOffice® for Practice Management

HUNTINGTON BEACH, CA, January 23, 2004—E-Z Data, Inc., the leading provider of front-office systems for insurance companies, broker-dealers, general agents, agents, and investment advisors, announced support for StatementOne Web Services through its SmartLink brand of integration tools today at the Financial Planning Association’s Broker-Dealer Conference. SmartLink for StatementOne Web Services is a pre-configured solution that virtually eliminates the cost of integration between StatementOne Web Services and SmartOffice, reduces the cost for the broker-dealer, and enables advisors using E-Z Data’s web-based SmartOffice solution to quickly and easily access and use their clients’ StatementOne financial data.

SmartLink for StatementOne Web Services gives Broker-Dealers an alternative to the traditional approach of replicating a full StatementOne update into their practice management system each night. The web services model – touted by industry visionaries like Bill Gates and Scott McNealy – allows users to take an on-demand approach, accessing data only as needed. For the Broker-Dealer, this means their advisors get the client financial data they need without requiring the organization to invest in full replication services before they are ready.

"StatementOne Web Services is designed to give advisors the ability to bring consolidated investor, account, portfolio holdings, and transaction information directly into their existing applications to dramatically increase their day-to-day efficiency and effectiveness," said Jakob Rohn, senior vice president of product development at StatementOne. "E-Z Data’s SmartLink integration puts this functionality into the advisors’ hands almost immediately and helps them make the most of valuable financial data within the SmartOffice practice management solution."

"StatementOne has again broken new ground with its web services offering," said Dale Okuno, E-Z Data’s president and CEO. "Our mutual clients continue to realize the valuable benefits of web-based solutions and the connectivity benefits they provide via the Internet. Working together, we are providing advisors with the tools they need to help increase client service and loyalty and, in turn, significantly boost their revenues."

SmartLink for StatementOne Web Services is the latest addition to E-Z Data’s library of SmartLink integration tools. SmartLink is available today for StatementOne’s Replication Services and other leading data providers. By offering these integration solutions, StatementOne and E-Z Data are fully equipped to provide organizations of every size – from individual advisors with limited IT resources to large financial organizations – with the combined benefits of industry-specific practice management and up-to-date financial data.

About StatementOne
Founded in 1993, StatementOne consolidates enterprise investment account data, delivering a powerful, easy-to-use Web-based portfolio accounting and performance reporting solution to financial institutions. StatementOne's Web Services platform allows a seamless secure way to pass valuable consolidated information from the StatementOne database to other critical applications in an advisor's practice such as business planning, analytic, product development and CRM applications. StatementOne currently manages account data for more than 65 financial institutions, representing over $500 billion in assets, tens of thousands of financial advisors and millions of investors. Their current clients include independent broker-dealers, registered investment advisors, banks, credit unions and insurance companies. For more information contact StatementOne at marketing@statementone.com.

About E-Z Data, Inc.
Leading financial services organizations and top financial advisors worldwide rely on E-Z Data’s practice management, agency management, and CRM solutions to systematize proactive, hi-touch communication with clients, increase sales, and reduce operational costs. E-Z Data solutions are used by more than a quarter million financial services professionals and industry-leading firms including HSBC, M Financial, MetLife, National Financial Partners, ProEquities, Prudential, Royal Alliance, and Securian. For more information about E-Z Data’s solutions, go to www.ezdata.com or call 800-777-9188.

Contacts:

CaroleAnne Hardy
E-Z Data, Inc.
caroleanne@ez-data.com
626-585-3505