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More than 50 Organizations Come Together to Explore
E-Z Data’s 13th Annual Client Partner Conference

Growth in event attendance mirrors fourth-quarter growth in sales

Pasadena, CA, March 17, 2009 – E-Z Data, a top provider of customer relationship management (CRM) and practice management solutions for the financial services industry, concluded its thirteenth annual Client Partner Conference at the Rio Hotel in Las Vegas on Friday, March 6.

With more than 50 organizations in attendance, including E-Z Data clients and integration partners, the three-day event served as a forum for users of E-Z Data’s SmartOffice® solution to explore new innovations in wealth management, share success stories and best practices, collaborate face-to-face with the E-Z Data team, and generate ideas that can be directly applied to their financial services businesses.

"Capital Analysts has found that SmartOffice, paired with our own innovations, has allowed us to deliver a dynamic advisor portal that is the foundation of our unique business-to-business model,” said Matt Lynch, President and CEO, Capital Analysts Incorporated. “E-Z Data’s Client Partner Conference provided an opportunity to learn more about E-Z Data’s robust industry-specific CRM capabilities and to meet with some excellent vendor partners that integrate with SmartOffice out-of-the-box. We are excited about E-Z Data's strong data integration capabilities that promise to speed delivery of automated workflows in our advisor portal.”

SmartOffice Development Platform
Among the key topics at this year’s event was the SmartOffice Development Platform, an API and scripting tool that makes it easy for client companies and vendor partners to build powerful new applications that leverage the SmartOffice database, logic, and user interface. The platform significantly reduces the time and cost required to leverage contact data and build valuable new capabilities such as workflow processes, new business processing, data analysis/reporting, and other application interfaces. More than a dozen vendors demonstrated integrations built using the SmartOffice Development Platform, and M Financial received E-Z Data’s 2009 Client Innovation Award for their forward-thinking approach to application integration using the SmartOffice Development Platform.

Another SmartOffice Success Story
SmartOffice clients joined panels and offered individual case studies discussing their use of out-of-the-box integration tools to expand wealth management capabilities, the advantages of E-Z Data’s data hosting services, and leveraging SmartOffice to build independent advisory practices. Speakers included representatives from Advanced Trustee Strategists; Advisor Products; Alan Kaye Insurance Agency; Broadridge/Investigo; Financial Productivity Group; First Heartland; Futurity First; Goldberg, Clouse & Edgell, LLC; Knights of Columbus; Laser App; M Financial; MacLean Financial Group; MetLife; MoneyGuidePro; and Securian.

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.


CaroleAnne Hardy
E-Z Data, Inc.

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