AdvisorMail – Features
LiveOffice AdvisorMail is a comprehensive solution that meets stringent regulatory requirements as well as your corporate compliance needs.
Archive
Secure and Automated Message Capture
AdvisorMail automatically captures all sent and received messages without user intervention and securely transmits them to multiple LiveOffice data
centers for retention, using TLS or VPN encryption.
Single-Instance Storage
Once archived, all email is de-duplicated and stored as a single instance to optimize storage space and streamline your searches.
Tamper-Proof WORM Storage
Tamper-proof WORM (write once, read many) storage meets the strictest regulatory compliance requirements.
Unlimited Storage
Unlimited storage eliminates the need to worry about long retention periods and compounding storage costs. You can customize your retention
policies and store an unlimited amount of data as long as you require for no additional cost.
Mirrored Architecture
All email messages and attachments are stored in real time and then replicated to LiveOffice’s multiple, geographically dispersed SAS-70 Type II
Tier-4 compliant data centers.
Spam-and-Virus Protection
AdvisorMail employs multiple layers of protection to evaluate, detect and block spam emails and viruses, using blacklisting, white listing, profiling
and rules-based scoring, reverse DNS lookup and multilayer virus scanning.
Review
Monitoring/Supervision
AdvisorMail offers a number of tools to streamline the supervisory process, including automatic flagging of suspicious emails for auditor review. Multitiered
review structure supports workflow between compliance officers, Offices of Supervisory Jurisdiction (OSJs) and branch managers.
Advanced Administration and Reporting
AdvisorMail’s advanced administration and reporting tools include preor post-review modes, random sampling, customizable rules for specific domains or
email addresses and summary reports.
Random Sampling
AdvisorMail allows auditors to conduct random sampling to meet regulatory compliance requirements. This feature quickly compiles a random set of
messages for review.
Customizable Lexicon
Drawing from more than 10 years of experience in the industry, AdvisorMail has built a custom lexicon of keywords and phrases to specifically meet
financial services compliance requirements. Firms can also add words to their lexicon as needed.
Comply
End-to-End Audit Support
AdvisorMail’s compliance experts provide complete audit support, including attestation letters, and have a 100% audit success record.
State-of-the-Art Security
LiveOffice’s enterprise-class infrastructure meets the highest industry standards for secure data storage, including SAS-70 Type II, and guarantees
the authenticity of your archived data.
Authentication and Granular Permissions
Users authenticate using SSL to login to AdvisorMail, ensuring secure access to the archive. AdvisorMail has two distinct permission levels: Administrator
(full access) and Auditor (supervisory rights for selected mailboxes).
Quick and Easy Search and Retrieval
Quickly and easily search and retrieve emails and attachments to fulfill audit requests.
Export
Once you have selected all emails related to a specific case, you can export them for an audit request or legal follow up and submission.
Disaster Recovery
AdvisorMail’s disaster recovery protection employs multiple, geographically dispersed data centers to ensure that your data is not lost when disaster strikes.
Legal Holds
If your company ends up in litigation, you can place legal holds on specific communications (based upon search criteria) to safeguard your staff or
automated deletion policies from inadvertently deleting case-relevant emails.
Attorney-Client Privilege Classification
Administrators and auditors can mark attorney-client privileged communications, which are excluded from e-discovery requests.
Time-Stamped Audit Trail
AdvisorMail’s search log captures the auditing activities of your reviewers, so administrators can ensure that they are conducting appropriate reviews and
meeting compliance requirements. Auditors can also add notes to messages as needed.
Policy-Driven Retention and Destruction
AdvisorMail retains your emails and attachments as required to meet your company’s specific retention or regulatory requirements. We also purge and
destroy older email stores based on your custom criteria (e.g., any emails seven or more years old).
Optional Add-Ons
Hosted Exchange 2007
LiveOffice offers Hosted POP email and Hosted Exchange 2007 to meet your email needs. Both work seamlessly with AdvisorMail and are accessible
from any Internet-connected computer.
Personal Archive
LiveOffice offers Personal Archive to simplify mailbox management and reduce skyrocketing storage costs. End users can access their own
personal archives and retrieve lost or previously deleted email messages.
Mobile Email
LiveOffice offers Hosted BlackBerry Enterprise Solution, which complements our Hosted Exchange 2007 service and provides push-based access to email,
calendars, contacts, tasks, notes with real-time synchronization.
Email Encryption
AdvisorMail enables users to selectively encrypt outgoing messages and attachments containing sensitive information, using end-to-end, 128-bit, SSL encryption.
Business Continuity
AdvisorMail’s business continuity service gives you access to your email during unplanned downtime and ensures you can maintain communications with your clients.
