Microsoft Exchange White Papers from Hosted Exchange Provider
TORRANCE, Calif., September 20, 2005 - LiveOffice Corporation (www.liveoffice.com), provider of AdvisorMail (www.advisormail.net), today announced that Steve Uhring, vice president of business development, will participate in next week’s Schwab IMPACT conference. Mr. Uhring, scheduled to serve as a panelist, will join other industry experts to discuss how technology can satisfy compliance and regulatory issues for financial advisors.
Mr. Uhring and the other panelists will discuss how technology can help advisors meet compliance requirements, including the new SEC rules surrounding email retention and surveillance. As part of the discussion, these experts will provide attendees with helpful insight on how technology can increase efficiencies and reduce risk. The panel entitled, “Technology Solutions for Compliance and Regulatory Issues,” is scheduled for Tuesday, September 27th at 4 p.m. pacific time and will take place at the Washington State Convention and Trade Center.
In addition to his duties as vice president of business development, Mr. Uhring is a principal of LiveOffice. Since 2000, his work on the AdvisorMail system, an email and instant message compliance solution that meets SEC, NASD and NYSE requirements, has helped the product become the top choice for investment advisory firms in need of automated message surveillance, storage and retrieval. He has more than two decades of experience working with professional services, having served as a senior vice president of sales and marketing for Commerce Clearing House, and as a small business consultant. Mr. Uhring is a frequent speaker on the benefits of leveraging Internet solutions to grow and protect financial service practices.
Schwab IMPACT 2005
In addition to Mr. Uhring’s panel appearance, LiveOffice will demonstrate its suite of Internet solutions for financial advisors in booth #410 at the conference, taking place September 25th 28th at the Washington State Convention and Trade Center.
TORRANCE, Calif., September 19, 2005 - LiveOffice Corporation (www.liveoffice.com), today announced that AdvisorMail (www.advisormail.net) has become the top provider of email and instant message compliance for the independent Broker Dealer market. Based on a strategic planning study conducted by the company, AdvisorMail is now in-use by 45% of the industry’s leading independent Broker Dealers.
LiveOffice reported a surge in growth during the second quarter of this year, which it attributes to securities regulations requiring Broker Dealers to systematically monitor and archive their registered representatives’ electronic communications, including emails and instant messages. The AdvisorMail system provides unparalleled service and support for Broker Dealers with multiple branch offices and thousands of registered representatives.
“Time and time again, we are told by customers that our archiving and compliance program for independent Broker Dealers is unrivaled in the industry,” said Ann Davis, director of business development for LiveOffice Corp. “LiveOffice is proud to now be the number one provider of message management and compliance services to the Independent Broker Dealer market.”
How AdvisorMail Works
AdvisorMail provides all the features and functionality financial services firms need to costeffectively meet regulatory requirements for electronic message management. With customers ranging from leading Broker Dealers to hundreds of Registered Investment Advisers and Hedge Funds, AdvisorMail has quickly become one of the most in-demand message monitoring and archiving services available today. AdvisorMail captures any and all customer-defined messages, indexing and storing them in a secure and highly searchable database powered by GPS technology. Compliance and legal personnel are able to access, search and retrieve messages via the solution’s intuitive, web-based interface, at any time. The AdvisorMail system meets SEC Rule 17a-3, SEC Rule 17a-4, SEC Rule 204-2, NASD Rule 3010, NASD Rule 3110, HIPAA, Gramm-Leach Bliley Act and Sarbanes-Oxley requirements for the proper handling of emails and instant messages.
Pricing & Availability
The AdvisorMail product suite is available now and includes AdvisorMail for Broker Dealers, AdvisorMail HF for hedge funds and AdvisorMail Lite for investment advisory firms with 15 or fewer email addresses. System pricing begins at just $2,500 annually.
September 16th, 2005 LIVERMORE, CA - LANLOGIC announced today it has achieved the first milestone in Microsoft’s new Partner Program. This accomplishment consists of earning the Network Infrastructure Solutions Competency. Microsoft Certified Partners enrolled in the Networking Infrastructure Solutions Competency have proven their competency in implementing technology solutions based on either the Microsoft Windows Server 2003 or Windows® 2000 Server operating system, with a particular focus on Microsoft Small Business Server 2000 and Windows Small Business Server 2003. These implementations may include crafting solutions that connect Windows-based servers, PC locations and the Internet; installing a server farm; or building a small-business Windows Server stand-alone solution that includes file and print capabilities.
“We place tremendous value on our partners, who help us deliver solutions and applications to customers,” said Allison Watson, vice president of the Worldwide Partner Sales and Marketing Group at Microsoft. “Solutions Competencies provide an integrated partnering framework that recognizes an enterprise’s expertise and rewards it for the effect it has in the technology marketplace. It also allows companies to demonstrate for customers their knowledge of building solutions based on Microsoft technologies, such as setting up networks using Windows Server 2003 and Windows Small Business Server 2003.”
Each competency award also requires submission and confirmation of 3 customer references featuring the implementation, customization, or maintenance of Windows Server 2000 or Windows Server 2003 technology, or Small Business Server 2000 or Windows Small Business Server 2003. Each reference must feature a project that was completed within the last 12 months.
“We are extremely pleased to have earned the Network Infrastructure Solutions Competency in the Microsoft Partner Program. The competency allows us to clearly promote our expertise and relationship with Microsoft to our customers,” said Joe Foos, Director of Sales & Marketing. “The benefits provided through our certified membership will allow us to continue to enhance the offerings that we provide for customers.”
SAN DIEGO, Calif., September 15, 2005 - LiveOffice Corporation (www.liveoffice.com), today announced the launch of the AdvisorCredit referral program at the Financial Planning Association’s (FPA) Annual Conference and Exposition. Designed by the company’s AdvisorSquare division, the nation’s #1 provider of financial websites, this referral initiative embraces the importance of word-of-mouth and online referrals in the financial advisory business and rewards AdvisorSquare’s 12,000 financial advisor customers for spreading the word about the growing importance of establishing a website presence.
With nearly 70% of U.S. households online*, financial advisors can no longer afford to ignore the proven growth opportunities that result from marketing their services via the Internet. Research shows that almost every age group, especially soon-to-be retiring baby boomers, is using the Internet on a regular basis for researching potential service providers, conducting business transactions and shopping. These findings, coupled with the prevalence of residential high-speed Internet access and data gathered from AdvisorSquare customer surveys, led to the development of the AdvisorCredit program.
The AdvisorCredit initiative simultaneously rewards existing and new customers for selecting AdvisorSquare to help them market their practice online. As part of this pilot program, every time an existing AdvisorSquare website owner refers a new client, they receive an AdvisorCredit, which is good for a free month of web hosting services. In turn, the new client receives $100 off the setup cost of their new site. Existing customers are entitled to one AdvisorCredit per referral and can accumulate as many credits as they want, giving them the opportunity to earn month after month of free web hosting services.**
“With almost everyone using the Internet these days, I realized that if someone asked for my website address, I didn’t want to tell them that I didn’t have one. I researched the various website providers and AdvisorSquare’s professional-looking designs and simple setup made it the obvious choice,” said Ronald W. Hannes, president of Hannes Financial Services, Inc. (www.hannesfinancial.com). “The best part was that AdvisorSquare’s efforts didn’t stop as soon as my website was done. Their ongoing customer care, education and training programs have continued to provide me with invaluable tips on how to maximize my Internet investment.”
AdvisorSquare’s unique approach to website development and hosting has provided over 12,000 financial advisors nationwide with the knowledge they need to maximize their investment in a financial website. AdvisorSquare offers ongoing education and training programs that help advisors promote their practice online, acquire new clients, improve client services and increase sales with a multitude of web-based tools. In addition, GetHits!, AdvisorSquare’s members-only newsletter, offers monthly tips on how to market a financial website and drive traffic.
FPA Annual Conference & Exposition
LiveOffice is demonstrating its entire suite of web-based solutions for financial advisors in booth #535 at the FPA Annual Conference & Exposition taking place at the San Diego Convention Center today through Sunday.
LiveOffice will also demonstrate its product line at the upcoming Schwab IMPACT conference in booth #410, taking place September 25-28 at the Washington State Convention and Trade Center in Seattle. LiveOffice’s Vice President of Sales & Marketing Steve Uhring is scheduled to speak at the conference.