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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:
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.
LiveOffice LLC is a leading provider of email archiving, instant message archiving, anti-spam, antivirus, compliance, and eDiscovery solutions for businesses.
The company’s Managed Messaging Services ensure the integrity of emails and instant messages (IMs), simplify the discovery process, and help companies protect
themselves against the risk and expense of lost or misplaced electronic messages. LiveOffice also helps organizations comply with statutory, regulatory,
legal and industry-specific mandates.
Founded in 1998, LiveOffice serves a premier roster of clients including Fortune 500 companies and processes and protects millions of messages each day. For more information, visit www.liveoffice.com.
Founded in 1998, LiveOffice serves a premier roster of clients including Fortune 500 companies and processes and protects millions of messages each day. For more information, visit www.liveoffice.com.

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