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  • IT In A Tough Economy: How To Reduce Costs And Increase Productivity
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  • Premium Email Archiving On A Small Business Budget

Exchange Hosting for February, 2004

TORRANCE, Calif., February 25, 2004 - LiveOffice Corporation (, the leading provider of Internet-based regulatory compliance systems and collaborative applications, will play a prominent role as an exhibitor and speaker at Jupitermedia’s upcoming Instant Messaging Planet Spring 2004 Conference and Expo, taking place March 3 4 at the World Trade Center in Boston, MA.

Matthew Smith, LiveOffice’s chief operating officer, will be a featured speaker in a session entitled, “What is Instant Messaging & Why is Enterprise Instant Messaging Just as Important as E-Mail,” taking place March 3 at 10:30 a.m. Smith’s extensive experience with instant messaging (IM) technology and its business applications will provide attendees with valuable insight on the real-time benefits of IM as a collaboration tool, along with useful tips on establishing and monitoring effective IM management programs for employees.

“Instant messaging and presence-based products are becoming essential tools for conducting day-to-day business communications,” said Christopher Saunders, managing editor of and conference co-chair for Jupitermedia’s Instant Messaging Planet Spring 2004 Conference and Expo. “As enterprises increasingly adopt these technologies to maintain a competitive advantage, the Conference provides a forum for industry pioneers like LiveOffice to showcase their technologies while giving attendees direct access to information they need to simplify their decision-making process.”

LiveOffice is leading the way in the development of cost-effective IM and web conferencing technologies that create tremendous benefits for businesses of all sizes. Following the success of its LiveSiteManager product in 2002, LiveOffice recently introduced IMConferencing (, which merges the immediacy of IM with the powerful collaboration features of web conferencing.

For financial services professionals, LiveOffice offers AdvisorMail (, a web-based email and IM monitoring and storage system that fulfills the regulatory guidelines set forth by the SEC, NASE and NYSE. Currently in use at some of the nation’s leading broker-dealers, AdvisorMail enables organizations to quickly and affordably manage electronic communications.

LiveOffice will demonstrate IMC and AdvisorMail in booth #20 at Instant Messaging Planet Spring 2004.

TORRANCE, Calif. and WOBURN, Mass., February 24, 2004 - LiveOffice Corporation (, the largest web site provider within the financial advisor community, and ByAllAccounts, Inc. (, the leading provider of account aggregation services, today announced that they have formed a partnership to give LiveOffice’s 12,000+ customers access to ByAllAccounts’ WebPortfolio account aggregation service.

Through this partnership, LiveOffice will offer WebPortfolio as an add-on to AdvisorSquare, its widely popular financial advisor web site program. Using WebPortfolio, AdvisorSquare users can:

  • Aggregate all of their client accounts in a single online location, regardless of where they are held
  • Provide their clients with consolidated net worth and performance reports
  • Set and track target asset allocations across managed and “held away” accounts
  • Receive email-based alerts to identify asset gathering opportunities

WebPortfolio offers AdvisorSquare financial advisors a variety of benefits, including the ability to:

  • Prospect for additional assets within their existing client base
  • Provide high quality and more timely information to clients
  • Gain a competitive advantage over other advisory firms
  • Strengthen their reputation as the trusted advisor and the quarterback in their client relationships

“Over the years, AdvisorSquare has evolved from a standard web site provider into a required online business tool for thousands of financial advisors,” said Matt Smith, chief operating officer for LiveOffice. “Partnering with ByAllAccounts signals an important next step in AdvisorSquare’s evolution, helping us to provide advisors with the ultimate online wealth management experience.”

James Carney, Chairman of ByAllAccounts added, “Account aggregation is rapidly becoming part of the fabric of advisory services offered by wealth management firms. We see this alliance as a way to distribute our solution to a key segment of that market, and to allow our WebPortfolio application to be deployed through LiveOffice’s advisor web sites.”

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.”