• Michael L. Treiberg, CFP | Treiberg Wealth Management, Inc

    "We are very satisfied with our decision to switch to SmartOffice."

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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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