Exchange Hosting for 2003

TORRANCE, Calif., April 29, 2003 - LiveOffice Corporation, a leading provider of web-based products for financial services professionals nationwide, is joining forces with financial services firms across the country to help prepare them for the SEC’s new Books & Records rules pertaining to the archival of email communications that go into effect on May 2, 2003.

Unlike other email retention systems, LiveOffice’s AdvisorMail is designed specifically for the financial services industry and enables compliance departments to electronically monitor, retain and archive thousands of emails in a single and secure location. Ensuring that these firms meet the regulatory requirements of SEC Rules 17a-3, 17a-4 and NASD rule 3010(d), AdvisorMail monitors all email communications, including attachments, and allows for easy retrieval of specific emails during audits, investigations or litigation. Since it is a web-based technology, AdvisorMail requires no upfront investment in hardware, software or connectivity, greatly reducing costs and implementation time.

AdvisorMail’s key capabilities, include:

  • Fulfills all SEC/NASD/NYSE requirements for email surveillance, archival and retrieval
  • Requires no capital investment in hardware, software or connectivity
  • Supports multiple email domains and configurations
  • Monitors and archives all incoming and outgoing email communications
  • Expedites setup with eSupervisor, LiveOffice’s proprietary word and phrase lexicon
  • Enables simple and fast online retrieval of any email

“In hosting more than 30,000 email accounts for financial professionals nationwide, we understand the critical role email plays in client communications,” said Ann Davis, director of business development for LiveOffice Corp. “To that end, AdvisorMail helps busy and cost-conscious compliance departments meet stringent regulatory requirements without disrupting advisors’ workflow,” said Davis.

San Diego and Torrance, Calif. March 11, 2003 Financial Profiles Inc., a leading international provider of financial planning solutions, and LiveOffice, the largest Web site provider within the financial advisor community, today announced that LiveOffice’s AdvisorSquare platform will power Financial Profiles’ Advisor Web Site offering. In addition, LiveOffice will offer Financial Profiles’ well-known financial planning tools to all existing and new AdvisorSquare customers.

By leveraging each company’s core competency, this partnership enables Financial Profiles and LiveOffice to enhance their existing product offerings and provide their customers with a level of service that was previously unavailable within the financial services marketplace. Under the terms of the partnership, LiveOffice will serve as the exclusive Web site development, hosting and management platform for Financial Profiles’ Advisor Web Site solution. In return, LiveOffice will incorporate Financial Profiles’ established financial planning tools into its Web site offering.

“With their experience, reputation and rapidly growing client-base, LiveOffice is truly the premier Web site provider for financial advisors, and this partnership enables us to combine our powerful financial planning tools with the many benefits of their robust platform,” said Al Haddad, president and CEO of Financial Profiles. “I truly believe that our Advisor Web Site customers will be very impressed with the level of service and quality offered through LiveOffice’s AdvisorSquare platform.”

The new, enhanced Financial Profiles Advisor Web Site offering powered by LiveOffice will include:

  • Enhanced Content Financial advisors now have access to a library of over 300 NASD-compliant financial articles and an “Investor Research Center” that includes stock quotes, financial news and more.
  • LivePresentation - gives financial advisors the ability to conduct real-time client “webinars” through the Web site.
  • LiveLockbox - enables financial advisors to securely store and exchange sensitive documents through their Web site.
  • LiveDesktop provides financial advisors with a collaborative work environment by enabling them to work with clients or affiliates through convenient desktop sharing.

LiveOffice’s AdvisorSquare platform will now feature powerful financial planning tools from Financial Profiles, including:

  • Financial Preview a simple, consumer-based financial planning calculator that projects Retirement, College Funding, and Life Insurance needs. Consumer data can be securely emailed to a financial advisor, who can then automatically upload the data into the Profiles+ Professional software.
  • Concept Calculators a collection of 38 online calculators that offers the consumer a simple way to calculate complex financial concepts.
  • Consumer Forecaster an advanced, consumer-based financial planning calculator that projects Retirement, Life Insurance, Long-Term Care, Disability and College Funding needs. Consumer data can be securely emailed to a financial advisor, who can then automatically upload the data into the Profiles+ Professional software.
  • Profiles+ Connect a secured online fact finder that gives consumers the ability to enter all personal financial information necessary for their financial advisor to prepare a comprehensive financial plan. Once sent, all consumer data automatically uploads directly into the Profiles+ Professional software.

“Financial Profiles has made a name for itself as one of the most respected providers of integrated financial planning software, and we are very excited about the opportunity to work with them on this Web site project,” said Steve Uhring, vice president of sales and marketing for LiveOffice. “Integrating Financial Profiles’ planning tools into our 9,000 Web sites will significantly enhance our customer’s ability to grow and service their client base.”

TORRANCE, Calif., February 4, 2003 - LiveOffice Corporation, a leading provider of web-based tools for small businesses, announced today that 1st Choice Vacation Rentals, a leader in the online vacation rental industry, has been named a LiveSiteManager Certified Partner.

LiveSiteManager provides a personal touch for visitors navigating 1st Choice Vacation Rentals’ web site, www.choice1.com. Using LiveOffice’s LiveSiteManager technology, 1st Choice’s visitors can click on the “Live Help” button and instantly begin a chat session. For a low monthly fee, property owners using the real-time chat function can answer any visitor questions, advise on property availability or assist with site navigation.

1st Choice hosts thousands of vacation property listings and receives as many as 15,000 visitors per day. The web site regularly achieves top ranking with several search engines and attracts more than 400,000 qualified travelers to the site each month. In addition to its online listings, 1st Choice Vacation Rentals also provides web development, advertising and marketing services to vacation property owners around the world.

“1st Choice is constantly evaluating new technologies that can increase the value of our online property listings. LiveOffice’s LiveSiteManager exceeded our evaluation criteria and made it the obvious choice to power the real-time customer support functionality we wanted.” said Tracy Lotz, president and founder, for 1st Choice Vacation Rentals. “LiveSiteManager provides our customers with a personalized web presence that will help them increase traffic to their listings and turn browsers into renters.”

“LiveSiteManager gives businesses of all sizes, as well as individual users, affordable access to real-time technology that previously was only available to Fortune 500-level companies with custom-built web sites and large IT budgets,” said Andy Estep, vice president of business development for LiveOffice Corp. “We are pleased to add 1st Choice to our LiveSiteManager Certified Partner roster. 1st Choice’s vast listings of vacation rental properties combined with LiveSiteManager’s Live Help’ capabilities will add a personal touch to each traveler’s search for the ideal vacation rental property.”