LIVEOFFICE ENHANCES ADVISORSQUARE WEB CONNECT PROGRAM
October 17, 2006
TORRANCE, Calif., October 17, 2006 LiveOffice Corp.'s (www.liveoffice.com) AdvisorSquare division, the nation's #1 provider of financial
advisor websites, today became the only website provider in the financial services industry to provide independent broker-dealers
with advanced custom publishing options. As the newest addition to AdvisorSquare's existing Web Connect Program, the Click-to-Publish
Toolkit creates an additional marketing channel for broker-dealers, while helping to increase compliance control over content displayed
on their registered representatives' websites.
With AdvisorSquare's Click-to-Publish Toolkit, broker-dealers can create website content at the corporate level and then with a single
click of the mouse, publish it simultaneously to their field representatives' websites. In addition, any time the corporate office makes
an edit to content that is already live; it will make the edit across all websites carrying that particular message. Essentially,
AdvisorSquare's Click-to-Publish Toolkit ensures that consistent program marketing messages appear on the corporate site as well as on
registered representatives' websites. It also helps to keep content up-to-date and in-compliance with regulatory requirements. The
Toolkit's convenient one-click editing and content posting options streamline the entire program marketing effort, while easing the
compliance burden on busy supervisory departments.
"The Custom Publishing Toolkit provides broker-dealers with unparalleled marketing reach online. It used to be that broker-dealers
hoped their representatives would promote special offers and programs on their websites," said Michele McGarry, AdvisorSquare's business
development director. "Now the corporate office knows exactly what is being promoted on each representatives website and they even
have the ability to edit the content in real-time and publish the updates simultaneously on all representative websites."
Since 1998, AdvisorSquare's Web Connect program has helped hundreds of broker-dealers create website programs for their representatives.
Now with 74% of the nation's leading broker-dealers as partners, AdvisorSquare is the nation's #1 provider of financial advisor websites.
In outsourcing their website program to LiveOffice, corporate offices are able to focus internal activities on their core competencies
and revenue-generating activities. In turn, LiveOffice leverages its core competencies in website development, marketing and management to
provide broker-dealers with a turnkey website program that simultaneously meets the creative needs of representatives and the critical
compliance department requirements of the Corporate office.
Pricing & Availability
These services are available now to all existing and new Web Connect partners and their representatives. For registered investment advisors,
AdvisorSquare offers a variety of website packages and options to meet their specific needs, including special pricing to financial advisor
clients of Fidelity Investments, Schwab and TD Ameritrade.
Learn More About AdvisorSquare & Web Connect
LiveOffice's AdvisorSquare division will provide demonstrations of its turnkey website offering at the following financial conferences:
- SIA Small Firms, October 18 20 in Ft. Lauderdale, FL
- FPA Annual Meeting, October 21 24 in Nashville, TN
- Cadaret Grant, October 23 24 in Syracuse, NY
- Schwab IMPACT, November 5 8 in Washington, D.C.
About LiveOffice
LiveOffice is a leading provider of software-as-a-service email archiving and Hosted Exchange 2007 solutions, with more than 8,500 clients and a 99-percent client-retention rate. Founded in 1998 and backed by leading private-equity firm Summit Partners, the company has more than 100 employees with deep experience in messaging, including executives and board members from Symantec, Microsoft, FrontBridge and Postini. For more information, call 800.374.2032 or visit www.liveoffice.com. Visit the LiveOffice Blog at http://blog.liveoffice.com.
LiveOffice and its logo are trademarks of LiveOffice LLC. All other company names and products may be trademarks of their respective companies.
