All2Ezy Software has been assisting Advisers since 1999.
We understand that Advisers need easy to use software that helps them to run their business their way. We consider that to be our primary mission.
Located in Brisbane, Australia, All2Ezy Software is owned by Leslie Milburn who has over 24 years experience in the Financial Services Industry.
Our growth over the years has been due to the fact that we listen to our customers, understand their specific needs, and continue to deliver functionality that they require.
Our Client Professional product is an AMP Financial Services and Hillross approved system.
Resilium Pty Ltd has just announced that All2Ezy Software is a preferred supplier of CRM databases for their Advisers.
We use Client Professional as our CRM. For our business a CRM needs us to be able to register a clients review frequency and remind us upcoming events, service offerings, and all communications we have with that client. More
Other CRMS’s have been over complicated, and are tedious to update. Their screens are far too busy thinking that you want every piece of information possible staring at you. Client Professional will only show information you want.
I have been really impressed with the ability of All2Ezy to adapt to my business. Adding screens and functionalities to suit you is seamless. Other CRM’s want you to change to suit them, and making any changes to suit your business is almost impossible.
I am very happy with the low cost of Client Professional, as you do struggle to feel you're getting value for what others offer. There is real value here.
Daniel Boce - Lifestyle Solutions Financial Planning
We commenced using All2Ezy nearly three years ago after struggling with the restrictions of ACT for way too long.All2Ezy allows us to have a completely paperless office. All client correspondence including emails, are easily attached to the client within the Database.... More
so all documents, file notes and relevant client information is electronically stored in the one place. Outstanding tasks are entered and printed each morning for follow up.
We are able to run many varied reports to suit our needs, whether it be cross selling, marketing or Financial Reports. Reports can then be easily converted into Mail Merges.
I would recommend this product for any one that is looking for a database that is easy to use.
Sandra Degasperi - Parkway Insurance Services