E-Z Data Inc., a provider of front-office systems for insurance companies, broker-dealers, general agents, agents, and investment advisors, has announced support for StatementOne Web Services through its SmartLink brand of integration tools. SmartLink for StatementOne Web Services is a pre-configured solution that virtually eliminates the cost of integration between StatementOne Web Services and SmartOffice, reduces the cost for the broker-dealer, and enables advisors using E-Z Data's web-based SmartOffice solution to quickly and easily access and use their clients' StatementOne financial data.
SmartLink for StatementOne Web Services gives broker-dealers an alternative to the traditional approach of replicating a full StatementOne update into their practice management system each night. The web services model allows users to take an on-demand approach, accessing data only as needed. For the broker-dealer, this means their advisors get the client financial data they need without requiring the organization to invest in full replication services before they are ready.
"StatementOne Web Services is designed to give advisors the ability to bring consolidated investor, account, portfolio holdings, and transaction information directly into their existing applications to dramatically increase their day-to-day efficiency and effectiveness," said Jakob Rohn, senior vice president of product development at StatementOne. "E-Z Data's SmartLink integration puts this functionality into the advisors' hands almost immediately and helps them make the most of valuable financial data within the SmartOffice practice management solution."
"StatementOne has again broken new ground with its web services offering," said Dale Okuno, E-Z Data's president and CEO. "Our mutual clients continue to realize the valuable benefits of web-based solutions and the connectivity benefits they provide via the Internet. Working together, we are providing advisors with the tools they need to help increase client service and loyalty and, in turn, significantly boost their revenues."
Source: E-Z Data
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