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Practice Management > Building Your Business

E-Z Data's SmartOffice 6 Brings Customized Workflows to the Financial Advisor Desktop

By staff Writer

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E-Z Data, Inc., Pasadena, Calif., has announced the release of SmartOffice 6, the newest version of the company’s Web-based software for customer relationship management and advisor practice management. In an industry often hesitant to adopt new technologies, version 6 employs the latest in drag-and-drop, buttons, Web adapters, and integration tools available to provide the new generation of financial services professionals with the level of customization they expect.

“Like every independent advisor, I have a limited amount of time to get things done,” said Generation X advisor Michael Hill, owner of Hill Financial & Insurance Services, Inc. “SmartOffice 6 requires fewer clicks per task, simplifies compliance by making it easy to track emails and upload documents, and gives me complete mobility by providing access to real-time knowledge from anywhere. Combined with the ability to customize the buttons and workflows to fit my own business, SmartOffice allows me to complete my daily tasks in a fraction of the time.”

“As the demographics of our user base has shifted, we’ve found that our users were as interested in the look and feel of the application as they were in the industry-focused tools provided by our solutions,” said Morgan Underwood, Vice President, Marketing, E-Z Data. “SmartOffice 6 provides this new generation of users with valuable new wealth management functionality, as well as a user interface that delivers what they have come to expect, including a high level of flexibility and customization that allows them to match their own personal workflow.”

Key features of the new release include customizable user views and settings; new investment downloads; improved calendaring, collaboration and visibility; and greater flexibility. SmartOffice 6 builds on the proven capabilities and success of prior versions of the application, simplifying system navigation and consistency while reducing keystrokes and providing detailed reporting capabilities to help users locate the information they need to effectively sell and service clients and prospects. SmartOffice 6 includes a wide variety of new features and system enhancements, including:

  • -Personalized home page, including customizable button bars, tabs, `favorites,’ and RSS feeds such as graphical illustrations of current investment positions
  • SMS alerts to changes, such as new leads and appointments
  • Support for broker-dealer compliance under SEC rules 17a-3 and 17a-4
  • Expanded user setup options and a navigable workflow history
  • Java-based tools that simplify integrations with third-party applications using SmartIntegrator
  • Integration with advisor Web sites that supports immediate input of Internet sales leads into the sales process

For more information about E-Z Data and SmartOffice 6, visit www.ezdata.com.

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