Forefield and LiveOffice Partner to Provide Financial Services Industry with Powerful Online Tools
February 17, 2004
MARLBORO, Mass. and TORRANCE, Calif., February 17, 2004 - Forefield Inc., the leading provider of financial planning content resources for
financial advisors and consumers, and LiveOffice, the largest web site provider within the financial advisor community, today announced
that Forefield's KnowledgeTrust' consumer content will be made available to LiveOffice's 12,000+ customers.
Through the partnership, Forefield's comprehensive suite of NASD-reviewed financial articles, interactive tables, illustrations and other
informational content will be offered through LiveOffice's AdvisorSquare platform, the most widely used web site program among independent
and registered financial advisors nationwide. The integration of Forefield's KnowledgeTrustTM robust financial content will enable
AdvisorSquare's customers to provide their clients and prospects with a comprehensive library of easy-tounderstand and graphically
rich content resources covering today's most important financial topics.
The Forefield financial content available through AdvisorSquare will include:
- 350+ articles providing clear and concise information on a variety of topics such as personal finance, estate planning, government benefits and insurance
- 200+ tables and illustrations that help clarify and compare complex financial planning topics
- 500 Frequently Asked Questions (FAQs) and answers that address the most common questions clients have about popular financial planning strategies
"As the leading provider of Internet solutions to the financial services market, our mission has always been to provide advisors with the online tools they need to successfully achieve their new business acquisition and customer service goals," said Matt Smith, Chief Operating Officer for LiveOffice. "In our constant search for ways to enhance the online experience for advisors and their clients, Forefield's premium content stood out as an ideal fit with the needs of our Internet-savvy customers. Most importantly, this partnership enables us to offer KnowledgeTrust' to our customers at a price they can afford."
"We are thrilled to make KnowledgeTrust available to Advisor Square clients," said Brent Delehey, President and CEO of Forefield. "Our clients have been increasingly asking us to make our KnowledgeTrust consumer content available to their individual web sites, and given LiveOffice's leading position as the top provider of advisor web sites, this partnership marks an important distribution relationship for Forefield."
About LiveOffice
LiveOffice is a leading provider of software-as-a-service email archiving and Hosted Exchange 2007 solutions, with more than 9,000 clients and a 97-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.
