E-Z Data, Inc., a provider of front-office systems for insurance companies, general agents, banks, investment dealers, agents, and financial advisors, announced the launch of SmartOffice Online Canada today at the Office of Tomorrow Expo (formerly ATX: AdvisorTechExpo).

SmartOffice Online Canada is a dedicated web-based subscription service for advisors and distribution organizations that delivers proven practice and relationship marketing management technology.

The service is targeted towards Canadian advisors looking to automate their relationship management and marketing processes, or insurance agencies looking for a comprehensive back-office solution.

More than 90,000 global financial advisors are already using SmartOffice Online to attract new customers and deliver the level of customer service that will get them to stay – without the burden or cost of managing software and servers.

The new on-demand offering is fully hosted in E-Z Data’s secure data center in Canada and provides users with significant benefits, including:

  • Professional system maintenance and management;
  • Protection of valuable information assets in a world-class hosting facility; and
  • Access to data anywhere, any time, using a web browser and an Internet connection.



E-Z Data’s Canadian launch is headed by Jim Graddon, a 30-year veteran of the Canadian financial industry. “Since 1994, my personal focus has been on learning about and applying technology to financial relationships within the Canadian insurance and investment segments,” said Graddon, general manager, Canadian operations, E-Z Data.

“The launch of SmartOffice Online Canada demonstrates our continuing focus on delivering innovations to the Canadian market that can help advisors achieve tangible benefits by leveraging the power of Internet technology,” said Dale Okuno, president and CEO, E-Z Data.

“SmartOffice Online Canada offers a proven, online solution, coupled with the specialized workflows, processes, and business capabilities that are unique to the financial services industry,” Okuno added.

E-Z Data, Inc., established in 1986, provides proven practice management, agency management, and relationship marketing management solutions to the entire financial services distribution chain. E-Z Data solutions are used by more than 90,000 advisors worldwide, as well as 40 leading financial services companies, including Ameriprise Financial, HSBC, ING, Met Life, Prudential, RBC Dominion Securities, Sun Life Financial, and Wachovia.