E-Z Data, Inc.

E-Z Data, Inc. was founded in 1986 by Dale Okuno and Dilip Sontakey. The privately held company provides web-based Customer Relationship Management, agency management, and practice management software solutions to the financial services industry.

Current status

E-Z Data is headquartered in Pasadena, California, with development teams in Chennai, India and Nagpur, India. The company has sales associates and training personnel located in various cities in the U.S., China, Japan, Singapore. The company’s SmartOffice solution is available in four languages (English, Chinese/simplified, French Canadian, Japanese) and currently has over 125,000 subscribers, including independent investment advisors, registered investment advisors, life insurance agents, general agents, banks, brokerage general agents, broker dealers, and financial services corporations.

Acquisitions

The following is a complete list of acquisitions by E-Z Data, Inc.:
*Morgan Software – October 1988

• LifeMarkets, LLC (from GE Financial) – July 2002
• CPU Management Software (Canada) – December 2006

Products and services

Customer Relationship Management

E-Z Data’s CRM solution is broken down into several applications in the areas of: Base CRM, Sales and Marketing, Financial Advisor, Agency and Agent, Wholesaling, Development Platform, and Other Industry-Specific Options.

Base CRM

Base CRM varies by the specific user type, and includes contact management, calendar/time management, household tracking, advanced searching, list management, system security, and correspondence tracking.

Sales and Marketing

Functional areas vary by the specific user type, and include sales activity tracking, opportunity management, campaign management, lead distribution, marketing/lead generation, and seminar tracking.

Financial Advisor

Functional areas include investment tracking, data source interfaces, asset allocation tracking, consolidated reporting, and portfolio reporting.

Agency and Agent

Functional areas include policy tracking, pending case management (downloads and service provider interfaces), group benefits tracking, commission management, proposal tracking, advisor production tracking, and license and appointment tracking.

Wholesaling

Functional areas include territory management and collateral request tracking.

Development Platform

The SmartOffice Development Platform is a development tool provided to third parties, both vendors and clients, to create add-on applications that integrate into the main SmartOffice application. The newly created applications may or may not be hosted on the SmartOffice infrastructure.

Other Industry-Specific Options

Functional areas include mobile solutions, recruit tracking, and restricted client and advisor data access.