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Recent Corporate Press Releases
December 20, 2005Announced that it is offering free web conferencing and teleconferencing services to any New Yorker
affected by the strike.
November 22, 2005Launched a free teleconferencing service to help family members spread throughout the country and abroad
create a Virtual Dinner Table.
November 16, 2005Lexicon designed to better meet the needs of financial services’ professionals required to monitor, store and
retrieve electronic communications in compliance with SEC, NASD and NYSE regulations.
October 4, 2005This initiative gives financial advisors the opportunity to replace travel with web conferencing at a
special “Filler- Buster” price of $150 for three months.
September 20, 2005Steve Uhring, vice president of business development, will participate in next week’s Schwab IMPACT® conference.
Mr. Uhring, scheduled to serve as a panelist, will join other industry experts to discuss how technology can satisfy compliance
and regulatory issues for financial advisors.
September 19, 2005AdvisorMail has become the top provider of email and instant message compliance for the independent
Broker Dealer market.
September 15, 2005Financial advisory business and rewards AdvisorSquare’s 12,000 financial advisor customers for spreading the
word about the growing importance of establishing a website presence.
August 25, 2005Announced upcoming plans to integrate its IMConferencing (www.imconferencing.com) web conferencing system
with Google Talk.
June 8, 2005H.D. Vest announced today at its Vest Fest 2005 Conference that is has selected LiveOffice’s AdvisorSquare
platform to power its Advisor web site program.
May 31, 2005Announced that it has relocated its national headquarters to the Airport Atrium building in Torrance.
2780 Skypark Drive * Suite 300 * Torrance, CA 90505
May 31, 2005Will sponsor a comprehensive online seminar covering electronic recordkeeping requirements for email
and instant messages (IMs) on Tuesday, June 7th.
May 10, 2005Announced the release of its Attorney-Client Privilege controls for regulatory management of email and
instant message (IM) communications at the SIA Independent Firms Conference.
May 2, 2005Announced today that its IMConferencing (www.imconferencing.com) web conferencing system has been integrated
with MSN Messenger 7.0™, the latest release of Microsoft Corp.’s instant messaging (IM) application.
April 4, 2005The new version offers enhanced features and functionality that improve user navigation, expedite compliance
department review of problematic communications and provide Attorney-Client controls for privileged and confidential emails
and instant message (IM) communications.

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