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Begun in 1998, LiveOffice Corporation was founded to provide financial services professionals with
the web-based tools they need to establish an online business presence in the competitive investment
advisor market.
Drawing on their previous experiences within the financial services industry, the founders knew that
advisors had few options when it came to building a web site that would complement the many facets of
their practice. Determined to help these professionals, the company launched LiveOffice's
AdvisorSquare
web site program to design, build and manage high quality, customized web sites at an affordable price.
As AdvisorSquare customers became more adept with the capabilities of their web sites, they began looking
to add large enterprise applications to their web sites, such as online presentations and live customer
support, but quickly realized that these solutions were too costly for their small business budgets. As a
result, these customers turned to LiveOffice to build them similar tools at prices they could afford.
LiveOffice answered with
its suite of Cool Tools.
In addition, as the NYSE, NASD and SEC began to pay closer attention to the volume of email and instant
message (IM) communications between representatives and their clients, broker-dealers turned to LiveOffice
to build a solution that would help compliance departments monitor and archive their representatives'
email and IM communications in compliance with all regulatory requirements. LiveOffice answered with
its AdvisorMail product,
a web-based email and IM monitoring and retention system that does not require any upfront investment in
new hardware, software or connectivity prior to deployment and fulfills all SEC/NASD/NYSE regulatory
requirements for e-mail surveillance, archiving and retrieval.
Today, privately held LiveOffice has used these experiences to provide the entire small business market
with easy-to-use, feature-rich communication and collaboration tools at an affordable price. IMConferencing,
a full-featured web conferencing solution, is the latest of LiveOffice's collaboration tools enabling its
users to break down the barriers and communicate in real-time for businesses of all sizes.
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