Company founded
1986
Description
Founded in 1986, E-Z Data provides distribution-specific solutions to the wealth management segment of the financial services industry both in Canada and in the U.S. Serving the Canadian marketplace for more than 15 years, E-Z Data's Canadian clients include advisors, MGAs, and wholesalers. Specialists in Financial Relationship Marketing (FRM) solutions, our proven SmartOffice solution goes significantly beyond the CPU Tracker capabilities that had also earned it a strong following in Canada.
Fact sheet
Products & services
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