| FOR IMMEDIATE RELEASE |
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| Contact |
| Lisbet Gutierrez |
| AdvisorSquare/LiveOffice Corporation |
| 800.251.3863 |
| lisbet@advisorsquare.com |
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| AdvisorMail Provides Web-based Automated Email Monitoring and Management Services to the Financial Services Industry. |
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| Torrance, CA - December 15, 2000- LiveOffice/AdvisorSquare, the nation's leading provider of Internet and Intranet solutions to the financial services industry, introduced AdvisorMail an ASP email supervision and management system. AdvisorMail automates the email monitoring process to assist Broker/Dealers in fulfilling all SEC and NASD regulations concerning supervision of representative email communications. |
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| AdvisorMail's proven technology provides financial service organizations with a cost effective solution to accelerate and improve the reliability of their current email supervisory program. Financial Institutions can define their email policy via a customizable lexicon and rules library that identifies potential word or phrase violations, screening rules for document or graphic email attachments and enables targeted email monitoring programs. Emails that contain word or phrase violations are quarantined in the system, highlighted, underlined and displayed for easy detection. Key features include complete scanning, trapping, viewing, querying, reporting and archiving capabilities. AdvisorMail also accommodates a variety of decentralized supervisory configurations such as tiered monitoring that enable email supervision from remote OSJ's or Regional Manager field offices. |
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| This flexible solution allows Broker/Dealers of all sizes to benefit from AdvisorMail. Low implementation costs, high service levels, ease of use and a complete email supervisory solution with a predictable monthly fee makes AdvisorMail more reliable and less cost and labor intensive than any manual supervisory program. |
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| "Business email is quickly becoming the communication vehicle of choice for most financial service advisors and as a result the supervisory burden on our financial services partners has significantly increased, "said Lisbet Gutierrez, Manager of Marketing. "Our AdvisorSquare web site offering placed us in daily contact with over 250 of the nation's largest financial services organizations and we leveraged this customer contact to design a solution that directly responds to the needs of our customers. AdvisorMail enables them to reduce costs, improve productivity and feel confident that they are complying with all NASD and SEC supervisory requirements." |
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| About LiveOffice/AdvisorSquare |
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| LiveOffice/AdvisorSquare is the leading provider of Internet and Intranet solutions to the Investment Services, Insurance Services and Accounting Services markets. LiveOffice/AdvisorSquare's virtual office solutions, web site solutions and compliance solutions are currently in use in over 200 of the nations largest Investment and Insurance broker-dealer organizations. LiveOffice provides the financial advisors with a suite of Internet productivity tools that enable them to proactively use the Internet to market their services, manage their practice and grow their client base. AdvisorWeb, a web site compliance application, and AdvisorMail, an email compliance manager, enable the broker-dealer's compliance departments to reliably execute their oversight responsibilities as they deploy new Internet technologies to their field representatives. The Company's offices are located in Torrance CA. |
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