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Exchange Hosting for March, 2003

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.”