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Wendy Kowalic | Predico Partners
"If you are looking to leverage the full capabilities of a CRM and need more than a roledex. This is the system to purchase."
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Earle W. Henn, Jr. | Key Executive & Employee Plans, Inc.
"Ebix (formerly E-Z Data) delivers a time-tested CRM solution, plus a proven commitment to the business and the needs of their customers."
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Nancy S. High | NSH Retirement Strategies
"I love the combination of SmartOffice, Albridge, and Laser App. Together they give me all the tools I need to run my business."
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Steve Caldara | The Caldara Company
"SmartOffice makes me a major league player. The differences between SmartOffice and other systems are enormous."
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Greg Patterson | Advisors Financial Group, Inc.
"SmartOffice helps me sleep better at night knowing that every piece of client history is at my fingertips."
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Harriet Hall | Mammini Company
"SmartOffice makes it possible for me to deliver full-time results on a part-time schedule."
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Lisa A. Allen | Partner/Co-Founder, PlanningWork$
"SmartOffice has evolved into a powerful financial services tool that makes us more efficient, accountable, and compliant."
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Scott D. Bye | Owner & Financial Consultant, SDB Sports Management
"My clients – primarily professional athletes – demand personalized service. With SmartOffice, I can deliver top quality service and manage the diversity of products required to meet my clients’ constantly changing needs."
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Debbie Gaydosh | Royalton Financial Group
"After using SmartOffice for more than a year, we continue to be surprised by all it can do."
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Gary Schwartz | President & CEO, Madison Planning Group
"SmartOffice makes it easy for us to stay in top of mind with every one of our clients."
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Richard C. Clouse, Jr. | CRPS, AIF
"SmartOffice makes it easy to build stronger relationships by helping me keep track of my clients."
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Seneco & Associates, Inc.
Frank W. Seneco | President, Seneco & Associates, Principal, First Financial Resources"A powerful system geared specifically for financial services professionals, SmartOffice will keep you organized, in touch, and on track—all to increase your production."
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Alan Kaye Insurance Agency
Alan Kaye | Principal, Barry Kaye Associates"The ability to access all of our data and share it among ourselves using SmartOffice has been a godsend."
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Foord, Van Bruggen, Ebersole & Pajak
Chuck Ebersole CFP, ChFC, CLU | Co-founder and Partner, 32-year member MDRT"The organizational capabilities of SmartOffice are phenomenal…you’ll impress the heck out of people by doing what you say when you say – every time."
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MacLean Financial Group
Hawley MacLean | President & Owner"When it comes to financial services CRM, Ebix (formerly E-Z Data) does it better than anyone else out there."
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J-MAR Associates Insurance Services
Marc Jacoby | President & Owner, J-Mar Associates Insurance Services"SmartOffice gave us the functionality we needed from a vendor we knew we could trust."
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Brett Wackenhut
Financial Advisor | Fusion Financial Management"No other CRM system can even compare to SmartOffice. Built specifically for advisors, it’s the best CRM system I’ve seen."
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BRAMCO
Christopher Soniat | Director of Marketing"SmartOffice has evolved into a powerful financial services tool that makes us more efficient, accountable, and compliant."
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Humana MarketPOINT
Terry Overstreet | Director of Agency Operations"Everyone at Ebix (formerly E-Z Data) has been wonderful to work with; they’ve been responsive, and they’ve helped us get over the inevitable hurdles of the project."
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Securian Financial Network
Mary Anne Smith | Director of Individual Business Technology"We have found the Ebix (formerly E-Z Data) team to be good partners and creative in identifying solutions to everything we threw their way."
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