Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards

Industry Spotlight > Broker Dealers

SmartOffice Delivers Integration with Laser App and WinFlex Web

Your article was successfully shared with the contacts you provided.

E-Z Data, Inc., Pasadena, Calif., has announced the availability of integrations between SmartOffice, the company’s Web-based practice and agency management solution, and two industry-standard applications: Laser App and WinFlex Web. SmartOffice users can now easily launch these applications and populate the associated fields with contact, family, and financial information from within SmartOffice. As a result, users can dramatically reduce redundant data entry and human error, and save the time and cost associated with completing a variety of fundamental business activities.

SmartLink for Laser App: Leverages SmartOffice data to automatically populate a wide variety of financial forms – including broker-dealer, clearing firm, mutual fund, insurance, and annuity forms – with up to 80% of the required information. The simplified process accelerates application processing, improves the clarity of every application, and significantly reduces NIGO (Not In Good Order) applications. For more information on Laser App, go to

SmartLink for WinFlex Web: SmartOffice users can launch WinFlex Web to easily run comparative illustrations using existing SmartOffice data. Once an illustration is created, a PDF version of the illustration can be saved in the client’s SmartOffice record. For more information on WinFlex Web, go to

“E-Z Data is committed to continuously expanding the value of SmartOffice by offering essential integrations with top industry applications,” said Dale Okuno, CLU, E-Z Data’s president and CEO. “The new SmartLink integrations support our clients by helping them deliver fast, efficient client service by improving workflow and reducing the rework associated with redundant data entry.”

For more information about E-Z Data’s solutions, go to or call 800-777-9188.


© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.