LiveOffice Press Releases Archive 2005

LiveOffice Wants To Help New Yorkers Telecommute

Tue, 20 Dec 2005 15:56:00 -0800

TORRANCE, Calif., December 20, 2005 - To ease the burden the New York transit strike is placing on businesses and workers, LiveOffice (www.liveoffice.com), a leading provider of web services, today announced that it is offering free web conferencing and teleconferencing services to any New Yorker affected by the strike.

The Metropolitan Transit Authority (MTA) estimates that more than 7 million people ride the city's busy transit system each day. By giving New Yorkers access to its conferencing services, LiveOffice wants to help commuters work from home using the Internet rather than wasting hours trying to get to the office. LiveOffice's IMConferencing system allows users to conduct full featured online meetings, while the company's teleconferencing solution provides access to on-demand, reservationless conference calling at any time.

"We want everyone in New York to have access to conferencing technologies so that they can effectively conduct business from home without commuting," said Ted Heieck, product manager for LiveOffice Corp. "Our web-based services are easy to use and perfectly suited to help New Yorkers stay productive during the transit strike."

For more information on how to obtain free access to LiveOffice's web-based conferencing services, please call 800.374.2032 or visit www.liveoffice.com.

LiveOffice Connects Families Together This Holiday Season

Tue, 22 Nov 2005 16:00:53 -0800

TORRANCE, Calif., November 22, 2005 - Just in time for the holidays, LiveOffice Corp. (www.liveoffice.com), a leading provider of web services, today launched a free teleconferencing service to help family members spread throughout the country and abroad create a Virtual Dinner Table.

With high travel costs, work commitments and the war, more and more families are separated by great distance and unable to gather around the same dinner table this holiday season. LiveOffice's Free Conferencing puts the joy back into the season by helping families create virtual gatherings on a single phone line where they can reminisce about old times, share exciting news and send well wishes - all for free.

How it Works

Anyone with access to an Internet-connected PC can create a Virtual Dinner Table in seconds by visiting http://freeconferencing.liveoffice.com and entering their name and email address. No credit card information or contract is required to use the service.

The system will automatically generate an email containing the dial-in number, conference code and moderator code. To invite family members to the Virtual Dinner Table, all the host has to do is determine the date and time of the call and provide guests with that information as well as the dial-in number and conference code.

The call is a normal toll call. Participants' using a pre-paid phone card, an internet phone service such as Vonage or monthly cellular phone plan, where long distance minutes are included, will not incur additional charges.

Families can also use LiveOffice's Free Conferencing to schedule a toll-free call. The host of the call will then pay the low per minute rate of $0.04 per minute per participant for the duration of the call.

LiveOffice's teleconferencing services are also available with the company's IMConferencing web meeting application.

LiveOffice Launches New & Enhanced Lexicon For AdvisorMail

Wed, 16 Nov 2005 16:03:11 -0800

SAN FRANCISCO, November 16, 2005 - LiveOffice Corporation (www.liveoffice.com), provider of AdvisorMail (www.advisormail.net), today launched eAuditor+, a pre-populated word and phrase lexicon 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. Developed in consultation with some of the nation's leading compliance experts, eAuditor+ greatly reduces the flagging of false positives in email messages, attachments and instant message transcripts within the AdvisorMail system.

eAuditor+ contains a comprehensive list of words and phrases that top compliance professionals in the financial services industry have identified as potentially problematic in the course of electronic communications between financial services professionals and their clients and/or business associates. With eAuditor+, system administrators have the ability to add or delete words and phrases at any time based on their needs. If a word or phrase is deleted from eAuditor+ by an administrator, it can always be added back with the click of a single button.

"The last thing in-house compliance personnel want to deal with is volumes and volumes of false positive messages requiring their review and approval. From the start, AdvisorMail's ability to reduce the time it takes compliance staff to fulfill their oversight responsibilities has been one of its most important features," said Steve Uhring, vice president sales and marketing for LiveOffice Corp. "The new eAuditor+ lexicon reflects our continued commitment to compliance workload reduction and is specifically designed to help minimize the occurrence of false positives during email search and retrieval, while curtailing the total number of messages requiring review."

How it Works

In AdvisorMail's optional pre-review mode, eAuditor+ pre-screens messages before they are sent externally and prevents emails containing non-compliant language from being delivered until they are reviewed and approved by an in-house auditor. In post-review mode, all messages are screened against eAuditor+ and flagged for further review by an auditor, but are not prevented from being delivered to the intended recipient. In both instances, auditors have the convenient and timesaving option of attaching a note to the message advising the employee of the violation and providing further instructions.

eAuditor+ is easy to use and can be customized to meet the needs of any financial services organization, ranging from registered investment advisory firms to hedge funds and independent broker-dealers.

Pricing & Availability

The eAuditor+ lexicon is AdvisorMail's new, default word and phrase lexicon and replaces the eSupervisor Premium lexicon. eAuditor+ is available now to AdvisorMail users at no additional charge. For those not using AdvisorMail, the eAuditor+ lexicon may be purchased for $4,000.

Pricing for the AdvisorMail product suite, which enables automated monitoring, archiving and retrieval of emails and instant messages, begins at approximately $200 per month.

NASD Fall Securities Conference

LiveOffice will demonstrate AdvisorMail and the eAuditor+ lexicon today through Friday at the NASD Fall Securities Conference taking place at the San Francisco Marriott.

LiveOffice Helps Financial Advisors Fight Rising Travel Costs With Web Conferencing

Tue, 4 Oct 2005 16:08:54 -0800

TORRANCE, Calif., October 4, 2005 - To alleviate the hassles that rising gas costs and airline budget cuts are creating for financial advisors, LiveOffice Corp.'s (www.liveoffice.com) IMConferencing division today launched the Filler-Buster program. This initiative gives financial advisors the opportunity to replace travel with web conferencing at a special "Filler- Buster" price of $150 for three months. All profits from the Filler-Buster program will be donated to Hurricane Katrina and Rita disaster relief efforts.

With gas prices around $3 per gallon in most cities, any investment advisor that drives to client meetings is experiencing the pain of increasing fuel costs. In addition, with more airlines filing for bankruptcy protection, experts predict airplanes will be even more crowded with fewer standby options for busy advisors commuting between client meetings and other professional commitments.

Until now, web conferencing has been too costly and complicated for many advisors. IMConferencing offers an entirely new conferencing experience with a highly intuitive user interface, cost effective pricing model and retention options to meet regulatory compliance requirements. Plus, the Filler-Buster program brings three months of online conferencing to financial advisors for a flat rate of $150.

"In recent weeks, many of our financial advisor customers have told us how much they dread standing in long airport lines or filling up their gas tank. The Filler-Buster program is an attractive option for these advisors and eliminates the waiting game so they can focus on what is most important to them," said Stephen Uhring, vice president sales and marketing. "IMConferencing is the perfect alternative to traveling and the Filler-Buster program is the ideal opportunity for financial advisors to give online conferencing a try."

IMConferencing's useful features for advisors include the ability to:

Deliver seminar and product presentations online at any time
Collaborate on specialized financial planning and modeling software via desktop sharing
Transfer files to clients for easy downloading
Duplicate the in-person meeting experience with multi-point video and VoIP capabilities
Launch teleconferences with multiple participants at the same time
Capture web meeting content for compliance purposes

Collaboration 101 for Financial Advisors: Frequently Asked Questions Now Available

LiveOffice is also offering complimentary copies of its Collaboration 101 guide for financial advisors. This document outlines the popular features of online web conferencing systems and provides quick tips on how advisors can maximize their collaboration investment. To obtain a copy, please send an email to info@imconferencing.com and put FAQ in the subject line.

Pricing & Availability

LiveOffice is currently offering three months of IMConferencing at a flat rate of $150. This offer is available to the first 1,000 people that sign up by visiting www.imconferencing.com/fillerbuster.

LiveOffice is already offering IMConferencing at no cost to anyone affected by Hurricane Katrina or Hurricane Rita until their business returns to normal. For more information, please contact LiveOffice at 800.374.2032.

Email Compliance Expert Steve Uhring To Appear At Schwab IMPACT 2005

Tue, 20 Sep 2005 16:12:57 -0800

TORRANCE, Calif., September 20, 2005 - LiveOffice Corporation (www.liveoffice.com), provider of AdvisorMail (www.advisormail.net), today announced that Steve 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.

Mr. Uhring and the other panelists will discuss how technology can help advisors meet compliance requirements, including the new SEC rules surrounding email retention and surveillance. As part of the discussion, these experts will provide attendees with helpful insight on how technology can increase efficiencies and reduce risk. The panel entitled, "Technology Solutions for Compliance and Regulatory Issues," is scheduled for Tuesday, September 27th at 4 p.m. pacific time and will take place at the Washington State Convention and Trade Center.

In addition to his duties as vice president of business development, Mr. Uhring is a principal of LiveOffice. Since 2000, his work on the AdvisorMail system, an email and instant message compliance solution that meets SEC, NASD and NYSE requirements, has helped the product become the top choice for investment advisory firms in need of automated message surveillance, storage and retrieval. He has more than two decades of experience working with professional services, having served as a senior vice president of sales and marketing for Commerce Clearing House, and as a small business consultant. Mr. Uhring is a frequent speaker on the benefits of leveraging Internet solutions to grow and protect financial service practices.

Schwab IMPACT® 2005

In addition to Mr. Uhring's panel appearance, LiveOffice will demonstrate its suite of Internet solutions for financial advisors in booth #410 at the conference, taking place September 25th 28th at the Washington State Convention and Trade Center.

AdvisorMail Takes Hold In Independent Broker Dealer Market

Mon, 19 Sep 2005 16:16:22 -0800

TORRANCE, Calif., September 19, 2005 - LiveOffice Corporation (www.liveoffice.com), today announced that AdvisorMail (www.advisormail.net) has become the top provider of email and instant message compliance for the independent Broker Dealer market. Based on a strategic planning study conducted by the company, AdvisorMail is now in-use by 45% of the industry's leading independent Broker Dealers.

LiveOffice reported a surge in growth during the second quarter of this year, which it attributes to securities regulations requiring Broker Dealers to systematically monitor and archive their registered representatives' electronic communications, including emails and instant messages. The AdvisorMail system provides unparalleled service and support for Broker Dealers with multiple branch offices and thousands of registered representatives.

"Time and time again, we are told by customers that our archiving and compliance program for independent Broker Dealers is unrivaled in the industry," said Ann Davis, director of business development for LiveOffice Corp. "LiveOffice is proud to now be the number one provider of message management and compliance services to the Independent Broker Dealer market."

How AdvisorMail Works

AdvisorMail provides all the features and functionality financial services firms need to costeffectively meet regulatory requirements for electronic message management. With customers ranging from leading Broker Dealers to hundreds of Registered Investment Advisers and Hedge Funds, AdvisorMail has quickly become one of the most in-demand message monitoring and archiving services available today. AdvisorMail captures any and all customer-defined messages, indexing and storing them in a secure and highly searchable database powered by GPS technology. Compliance and legal personnel are able to access, search and retrieve messages via the solution's intuitive, web-based interface, at any time. The AdvisorMail system meets SEC Rule 17a-3, SEC Rule 17a-4, SEC Rule 204-2, NASD Rule 3010, NASD Rule 3110, HIPAA, Gramm-Leach Bliley Act and Sarbanes-Oxley requirements for the proper handling of emails and instant messages.

Pricing & Availability

The AdvisorMail product suite is available now and includes AdvisorMail for Broker Dealers, AdvisorMail HF for hedge funds and AdvisorMail Lite for investment advisory firms with 15 or fewer email addresses. System pricing begins at just $2,500 annually.

AdvisorSquare Kicks Off Initiative To Put Every Financial Advisor Online

Thu, 15 Sep 2005 16:22:09 -0800

SAN DIEGO, Calif., September 15, 2005 - LiveOffice Corporation (www.liveoffice.com), today announced the launch of the AdvisorCredit referral program at the Financial Planning Association's (FPA) Annual Conference and Exposition. Designed by the company's AdvisorSquare division, the nation's #1 provider of financial websites, this referral initiative embraces the importance of word-of-mouth and online referrals in the financial advisory business and rewards AdvisorSquare's 12,000 financial advisor customers for spreading the word about the growing importance of establishing a website presence.

With nearly 70% of U.S. households online*, financial advisors can no longer afford to ignore the proven growth opportunities that result from marketing their services via the Internet. Research shows that almost every age group, especially soon-to-be retiring baby boomers, is using the Internet on a regular basis for researching potential service providers, conducting business transactions and shopping. These findings, coupled with the prevalence of residential high-speed Internet access and data gathered from AdvisorSquare customer surveys, led to the development of the AdvisorCredit program.

The AdvisorCredit initiative simultaneously rewards existing and new customers for selecting AdvisorSquare to help them market their practice online. As part of this pilot program, every time an existing AdvisorSquare website owner refers a new client, they receive an AdvisorCredit, which is good for a free month of web hosting services. In turn, the new client receives $100 off the setup cost of their new site. Existing customers are entitled to one AdvisorCredit per referral and can accumulate as many credits as they want, giving them the opportunity to earn month after month of free web hosting services.**

"With almost everyone using the Internet these days, I realized that if someone asked for my website address, I didn't want to tell them that I didn't have one. I researched the various website providers and AdvisorSquare's professional-looking designs and simple setup made it the obvious choice," said Ronald W. Hannes, president of Hannes Financial Services, Inc. (www.hannesfinancial.com). "The best part was that AdvisorSquare's efforts didn't stop as soon as my website was done. Their ongoing customer care, education and training programs have continued to provide me with invaluable tips on how to maximize my Internet investment."

AdvisorSquare's unique approach to website development and hosting has provided over 12,000 financial advisors nationwide with the knowledge they need to maximize their investment in a financial website. AdvisorSquare offers ongoing education and training programs that help advisors promote their practice online, acquire new clients, improve client services and increase sales with a multitude of web-based tools. In addition, GetHits!, AdvisorSquare's members-only newsletter, offers monthly tips on how to market a financial website and drive traffic.

FPA Annual Conference & Exposition

LiveOffice is demonstrating its entire suite of web-based solutions for financial advisors in booth #535 at the FPA Annual Conference & Exposition taking place at the San Diego Convention Center today through Sunday.

Schwab IMPACT®

LiveOffice will also demonstrate its product line at the upcoming Schwab IMPACT® conference in booth #410, taking place September 25-28 at the Washington State Convention and Trade Center in Seattle. LiveOffice's Vice President of Sales & Marketing Steve Uhring is scheduled to speak at the conference.

IMConferencing Integrates with Google Talk

Thu, 25 Aug 2005 16:26:49 -0800

TORRANCE, Calif., August 25, 2005 - LiveOffice Corp. (www.liveoffice.com) today announced upcoming plans to integrate its IMConferencing (www.imconferencing.com) web conferencing system with Google Talk.

IMConferencing's latest interoperability capability will allow Google Talk users to instantly connect to IMConferencing's powerful web, audio and video conferencing platform, making it easy for users to launch full-featured online meetings and collaboration sessions to one or several participants. Only the host of the IMConferencing session needs to be a registered user, which gives participants even quicker access to the collaboration session because they do not have to pre-register with IMConferencing in order to use the service.

Once a meeting host using Google Talk clicks the Start Meeting button in their instant messenger window, participants can join an IMConferencing meeting and begin using a variety of collaboration tools, including:

Mixed telephone and VoIP audio conferences that allow multiple participants to connect into a single teleconference (e.g. Participant A can connect via standard telephone, while Participant B can connect into the same audio conference via VoIP)
Multi-point and hi-definition video conferences that accurately duplicate the in-person meeting experience
Desktop/application sharing that allows the host and participants to jointly view and collaborate on any application or document from their respective PCs
Full file transfer capabilities that allow participants to quickly distribute important documents from their PC

"LiveOffice's IMConferencing picks up where Google Talk leaves off and supports Google's vision to simplify instant communication across the web," said Steve Uhring, vice president of sales and marketing for LiveOffice Corp. "IMConferencing's full integration with Google Talk makes it easier than ever before to launch instant web collaboration sessions to multiple participants and gives users fast access to the web, audio and video conferencing tools they need to make their day more productive and efficient."

Pricing and Availability

The current version of IMConferencing, which competes with WebEx and Microsoft LiveMeeting, is available now at a cost of $50 per seat license per month. The integrated version of IMConferencing and Google Talk will be available in Q4 2005.

H.D. Vest Selects AdvisorSquare to Power Representative Web Site Program

Wed, 8 Jun 2005 16:33:10 -0800

ORLANDO, Fla., June 8, 2005 - H.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. The new partnership will provide H.D. Vest Advisors with access to AdvisorSquare's comprehensive web site offering, which is specifically designed to help financial professionals enhance their online marketing activities.

The new AdvisorSquare Web Connect program gives H.D. Vest Advisors the ability to create individualized, interactive web sites that effectively market their financial products and services online. AdvisorSquare's turnkey web site solution assists representatives in quickly developing and customizing the look and feel of their practice's web site pages to match their online marketing objectives.

H.D. Vest Advisors can now select from a large number of content options when creating their AdvisorSquare web site, including:

Over 100 professionally designed web site templates that complement an advisor's existing branding
More than 200 NASD-approved articles to help educate clients and prospects on important finance-related topics
Interactive financial calculators that enable customers to research important financial scenarios at their own discretion
Up-to-date financial news and information to keep clients informed of daily market activities
An automated referral system that supercharges new business efforts
Simple editing tools that make page updates as easy as word processing and require no prior technical knowledge
Access to AdvisorSquare's exclusive, members-only newsletter and online seminars, which offer simple and creative online marketing ideas

"We are continually searching for ways to provide our representatives with the technologies they need to remain at the forefront of their profession," said Carolyn Sterling, Senior Marketing Manger of H.D. Vest. "AdvisorSquare's online marketing solutions fit perfectly with this goal and provide our Advisors with access to useful web tools and countless customization options that help to strengthen client relationships."

"AdvisorSquare is excited to provide H.D. Vest and their Advisors with access to our powerful suite of online marketing solutions," said Michele McGarry, national account manager for LiveOffice's AdvisorSquare business unit. "We are pleased to now be the preferred web site provider for H.D. Vest's extensive network of highly reputable tax and financial professionals."

LiveOffice Moves into New Headquarters to Accommodate Rapid Growth

Tue, 31 May 2005 19:37:04 -0800

TORRANCE, Calif., May 31, 2005 - LiveOffice Corporation, the leading provider of web sites, compliance solutions and collaborative applications, today announced that it has relocated its national headquarters to the Airport Atrium building in Torrance. The company's new headquarters are located at:

LiveOffice
2780 Skypark Drive # 300
Torrance, CA 90505
800.374.2032

Founded in the South Bay in 1998, LiveOffice currently services more than 15,000 financial services customers nationwide and employs more than 70 local area residents.

"Since moving to Torrance, our company has experienced rapid growth on a national level," said Matthew Smith, chief operating officer of LiveOffice Corporation. "Our most recent surge in growth prompted our relocation team to embark on a search for a new facility that would accommodate our expanding company and adequately meet our needs. Our search was highly successful and has brought us to this exciting first day in our new headquarters at the Airport Atrium."

LiveOffice Invites Investment Advisors and Broker-Dealers to Electronic Recordkeeping Seminar

Tue, 31 May 2005 16:41:43 -0800

TORRANCE, Calif., May 31, 2005 - LiveOffice Corporation (www.liveoffice.com), the provider of the AdvisorMail (www.advisormail.net) product line*, will sponsor a comprehensive online seminar covering electronic recordkeeping requirements for email and instant messages (IMs) on Tuesday, June 7th. The desktop seminar is designed to help investment advisors and broker-dealers better understand the current regulatory requirements for electronic records and will feature a panel of industry experts from National Regulatory Services (NRS).

This important web seminar will cover industry best practices for electronic record retention and:

Review the regulatory requirements for using electronic records
Help investment advisors and broker-dealers understand the different requirements for electronic media records
Provide helpful tips on developing firm policies and practices for electronic records
Offer recommendations on systems, media and techniques for properly maintaining electronic records

In addition, LiveOffice's Director of Business Development Ann Davis will provide a demonstration of the AdvisorMail system, including its new Attorney-Client Privilege controls, for all attendees.

Expert Panel

The desktop seminar will feature a panel of regulatory experts from NRS, including:

William Cavell, Director, Investment Adviser Consulting
John Gentile, Director, Broker-Dealer Consulting
John Gebauer, Executive Vice President/CIO

Desktop Seminar Registration

Chief Compliance Officers, IT Managers/Personnel, Internal Auditors, Legal Counsel and anyone working in the compliance area are encouraged to register for the conference by visiting http://www.nrs-inc.com/conf/desktop/conted.asp, via fax at (860) 435-0162 or by calling NRS directly at (860) 435-0200.

CPE Credits

Attendees can earn up to 2 CPE credit hours for participation in the seminar.

AdvisorMail Launches Attorney-Client Privilege Controls

Tue, 10 May 2005 16:45:08 -0800

FT. LAUDERDALE, Fla., May 10, 2005 - LiveOffice Corporation (www.liveoffice.com), the provider of the AdvisorMail (www.advisormail.net) product line*, today announced the release of its Attorney-Client Privilege controls for regulatory management of email and instant message (IM) communications at the SIA Independent Firms Conference. This new feature, included in AdvisorMail 4.0, protects confidential communications by allowing users to assign emails and IMs to a secure, privileged folder that protects messages from standard review procedures.

AdvisorMail's Attorney-Client controls allow all internal compliance auditors to place privileged communications in a confidential folder. Once a message is placed in this folder, AdvisorMail ensures message integrity by allowing the system administrator to grant "privilege" rights to specific auditors. Only auditors given privilege rights are able to view confidential communications in their entirety.

"Ruan Securities trusts AdvisorMail with our most critical email data," said Barbara Bennett, vice president, Compliance & Legal for Ruan Securities Corporation. "The new Attorney-Client feature now adds enhanced protection for our organization's most confidential and privileged email communications."

"AdvisorMail is leading the industry with the most usable interface available today for email and instant messaging compliance and management," said Ann Davis, director of business development for AdvisorMail. "Now, we are excited to be the first to provide financial professionals with specific Attorney-Client Privilege controls that protect sensitive communications, while maintaining message compliance with strict regulatory guidelines."

Availability

AdvisorMail's Attorney-Client privilege controls are part of AdvisorMail 4.0 and available now to existing and new customers.

SIA Independent Firms Conference

LiveOffice is demonstrating AdvisorMail today in booth 213 at the SIA Independent Firms Conference. The Conference takes place today and tomorrow at the Marriott Harbor Beach Report & Spa in Ft. Lauderdale, Fla.

LiveOffice Incorporates Full Web Conferencing Features Into MSN Messenger

Mon, 2 May 2005 16:47:55 -0800

TORRANCE, Calif., May 2, 2005 - LiveOffice Corp. (www.liveoffice.com) announced 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.

This new interoperability feature connects MSN Messenger' users to IMConferencing's powerful web, audio and video conferencing platform in seconds, making it easy for users to launch full-featured online meetings and collaboration sessions to one or several participants. Once a user clicks the Start Meeting button, activated participants are invited to join in a web meeting and the host is able to launch a variety of IMConferencing collaboration tools to participants including:

Dynamic PowerPoint presentation capabilities that capture existing slide animation and offer a host of whiteboarding and polling options
Mixed telephone and VoIP audio conferences that give users ultimate flexibility in selecting how they want to connect into a meeting
Desktop/application sharing that allows the host and participants to quickly and easily share any application or document saved on their PCs
Multi-point and full screen video conferences that accurately duplicate the inperson meeting experience

"Our vision is to make it as easy as possible for businesspeople to connect into interactive collaboration sessions with one another from any location," said Ted Heieck, product manager for LiveOffice Corp. "IMConferencing's full integration with MSN Messenger 7.0 ensures that businesses using this communication method have easy and fast access to the web, audio and video conferencing tools they need to make their day more productive and efficient."

Pricing and Availability

IMConferencing is available now at a cost of $50 per seat license per month.

AdvisorMail Slashes Email and IM Compliance Review Time by 50%

Mon, 4 Apr 2005 16:52:06 -0800

PALM DESERT, Calif., April 4, 2005 - LiveOffice Corporation (www.liveoffice.com), the provider of the AdvisorMail (www.advisormail.net) product line*, today announced the release of AdvisorMail 4.0 at the SIA Compliance & Legal Division Seminar. The 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. In addition, AdvisorMail 4.0's ability to interface with an expanded list of compatible in-house mail servers greatly simplifies corporate deployments.

"These new enhancements are focused on improving our customers' productivity and build upon our industry leading compliance-friendly' user interface, while cutting the review time required for emails and instant message communications in half," said Ann Davis, director of business development for AdvisorMail. "In addition, our newly expanded email server compatibility outpaces anything offered by other vendors and gives our customers unmatched flexibility."

AdvisorMail's enhancements make email and IM compliance management even easier with:

Streamlined Navigation that improves workflow with simplified selection and retrieval of emails (including attachments), enhanced displays of problematic communications, one-click navigation between emails that need to be reviewed, a new Master Select (bulk) option and Trash Can capabilities that expedite the handling of bothersome SPAM communications.
Attorney-Client Privilege Flagging that protects confidential communications by identifying such data and automatically assigning it to secure folders - removing the sensitive communication from standard review procedures and denying access from unauthorized auditors.
Enhanced Audit Trails that track the status of emails and IMs by automatically stamping the auditor's name as well as the date and time of the note's creation. Emails with auditor notes attached are flagged and easily retrieved at any time.
Automatic Print Option that expedites the printing of any number of emails or IMs directly from the selected folder.
Respond to Sender Option that simplifies communications between compliance departments and their message senders by enabling them to send an email response directly to the sender from within the AdvisorMail application.
Expanded Server Support that makes it easy to concurrently archive data and facilitates easy migration between server types. As the most flexible solution available, AdvisorMail deploys with MS Exchange (5.5, 2000, 2003), Linux (Postfix, Sendmail), Unix (Postfix, Sendmail), Imail 8, Lotus Notes Domino (5X, 6X), MS Maedaemon, Novell Groupwise, Rockliffe, MailMax and QMail.

Availability

The new enhancements are available now to existing and new AdvisorMail customers.

SIA Compliance & Legal Division Seminar

LiveOffice is demonstrating AdvisorMail 4.0 in booth 27 at the SIA Compliance & Legal Division Seminar taking place at the J.W. Marriott Desert Springs in Palm Desert, California, today through Wednesday.