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Introduction

E-Z Data, Inc.’s Client Data System (CDS) is a modular front office system designed to increase the marketing, sales, and customer servicing capabilities of insurance agents, investment advisors, and the companies they represent. This document contains instructions for installing CDS version 4.3.

E-Z Data employs the most resourceful tools available to achieve CDS’s high performance. The program uses the most powerful and effective development language (Microsoft Visual C++) as well as the most robust database management system available—Sybase Adaptive Server Anywhere 7.0.

More than fifteen years of leadership in client management software has resulted in innovative functionality that cannot be found in other programs. The unique SmartPad™, Letter Log, Sets, and valuable Dynamic Reports are industry-specific tools that will increase the effectiveness of your office. CDS makes accessing information, entering data and navigating through the system smooth and efficient. For more information on the system, please visit the E-Z Data, Inc. Web site, www.ez-data.com.

Client Data System® v4.3 - Installation Guide for Workstations Revised: 10-11-04 Page 1

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