Web-based CRM service for Investment Advisors

E-Z Data began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client information in a new way. With its very first solutions, E-Z Data pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective. Over the years, our solutions have evolved greatly, helping the industry leverage new technologies to support considerable shifts in the business needs of our users. E-Z Data solutions cover the full spectrum of financial services distribution – including insurance companies, general agents, banks, investment dealers, agents, and financial advisors. In use by more than half of the top 20 Fortune 500® Life companies and more than 100,000 professionals worldwide, E-Z Data solutions are now considered the industry standard for agency management, practice management,
and enterprise CRM.