AdvisorMail

Bloomberg*/Reuters Archive

Securely capture all Bloomberg and Reuters messages for compliance
 

Focus View

Expedite message review with a single compliance view

 

LiveOffice has built a number of shortcuts into its AdvisorMail interface to streamline the review process. Focus View is a revolutionary new way of efficiently reviewing archived messages. It organizes all the information reviewers need into one streamlined and detailed tool. Viewing—and reviewing—messages for compliance has never been easier.

CP Baker & Company

"AdvisorMail is a big improvement over the expensive, premise solution we previously used. I'm very happy we made the switch!"

-Steve P.

Clark Securities Inc.

"The AdvisorMail system is so easy. Easy to setup, easy to use and very reliable. I'd recommend LiveOffice to others, definitely."

- Nishu M.

WestStar Financial Group

"AdvisorMail is easy to use, and LiveOffice is so responsive to their customers. Great service!"

- Roya B.

AdvisorMail (SEC/FINRA)

Compliance redefined


LiveOffice AdvisorMail is designed to streamline compliance by simplifying the review and supervision of email messages, instant messages, Reuters and Bloomberg messages, and social media. It is the leading cloud-based archiving solution for SEC- and FINRA-regulated firms as well as organizations regulated by GLBA, SOX, HIPAA and other compliance requirements. With more than 25,000 successful audits to date, AdvisorMail continues to be the industry standard. 

TMCnet.com - LiveOffice Launches Focus View for LiveOffice AdvisorMail

"Reviewing messages is a necessary, yet time-consuming task, especially for financial services firms," said Steve Buccola, director of product management for LiveOffice. "Organizations are always looking for ways to make email surveillance easier, while at the same time meeting regulatory requirements. Focus View gives compliance professionals a much faster way to navigate and supervise email." Focus View is available immediately. It is a feature of AdvisorMail, and there is no additional cost for current or new customers.
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