News & Events Links
Recent News
Recent Corporate Press Releases
December 19, 2007Announced that its email archiving solution is already helping independent broker-dealers meet recently issued guidance
from the Financial Industry Regulatory Authority (FINRA)
June 19, 2007Announced that it has received a minority investment from Summit Partners, a private equity and venture capital firm with a
capital base of nearly $9 billion.
May 15, 2007Announced the availability of an updated package of web-based management reports that streamline compliance
department workflow and improve productivity levels for large organizations required to review their electronic messages in accordance with regulatory
requirements.
March 14, 2007Announced that its AdvisorMail hosted message archiving and compliance solution has helped financial services organizations successfully
pass more than 2,500 audits.
March 12, 2007Product Manager Alan Akahoshi will participate as a speaker in this week's Data Protection Summit. Mr. Akahoshi,
scheduled to serve as a panelist, will join other industry experts to discuss how technology solutions, such as LiveOffice Managed Messaging
Services, are helping organizations meet the legal requirements surrounding electronic data.
February 26, 2007Announced an agreement to offer Secure Computing's award-winning IronMail® solution as a hosted service through
LiveOffice's Managed Messaging Services platform.
February 13, 2007A recent Osterman Research white paper entitled "The Impact of the New FRCP Amendments on Your Business" and co-sponsored
by LiveOffice Managed Messaging Services finds that the newly adopted amendments to the Federal Rules of Civil Procedure (FRCP) will have a major
impact on the way organizations manage electronic data, such as emails and instant messages.
December 19, 2006Announced a new Personal Mailbox Management option enabling employees to access their archived messages
on a read-only basis at any time. The new feature increases employee productivity by enabling users to find historical or missing
emails without waiting for IT staff searches; mitigates employee privacy concerns related to corporate email retention policies by
demonstrating that archived messages cannot be tampered with; and frees IT staff from responding to most email search requests.
November 29, 2006Announced that through December 29th it will offer special package pricing to organizations preparing
for the new amendments to the Federal Rules of Civil Procedure (FRCP), which go into effect on December 1st.
October 31, 2006Announced that it has added another Fortune 100 company to its growing list of premier clients. The AdvisorMail
install base now consists of more than 1,000 organizations, including several Fortune 100 companies, 65% of the nation's leading
independent broker-dealers, and hundreds of registered investment advisory firms.
June 20, 2006Announced the addition of fully integrated mailbox management and business continuity features to
AdvisorMail, its hosted message archiving solution.
May 2, 2006announced that AdvisorMail Product Manager Mary Cilva will participate in next week's National Association
of Independent Broker-Dealers'(NAIBD) 5th Annual Compliance & Technology Symposium.
March 20, 2006Announced the release of new application functionality designed to increase the effectiveness of
firms' compliance policies and procedures, improve internal workflow and reduce auditor review time of emails, email attachments
and instant messages.
March 14, 2006Announced that its hosted message archiving and compliance solution has helped financial services
organizations successfully pass more than 1,000 audits.
February 15, 2006Announced that according to a newly released Forrester WaveT research report, its AdvisorMail division has
been named a contender in the message archiving hosted services market.
February 1, 2006The firms surveyed, ranging from registered investment advisors to hedge funds, indicated that if they
were to recommend an email archiving solution to another firm, they would instruct them to consider the following criteria as most important.
January 17, 2006Announced record growth in the number of hedge funds adopting its AdvisorMail HF (www.advisormail.net)
email archiving and compliance solution.
November 16, 2005Lexicon designed to better meet the needs of financial services' professionals required to monitor, store and
retrieve electronic communications in compliance with SEC, NASD and NYSE regulations.
September 20, 2005Steve 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.
September 19, 2005AdvisorMail has become the top provider of email and instant message compliance for the independent
Broker Dealer market.
May 10, 2005Announced the release of its Attorney-Client Privilege controls for regulatory management of email and
instant message (IM) communications at the SIA Independent Firms Conference.
April 4, 2005The new version offers enhanced features and functionality that improve user navigation, expedite compliance
department review of problematic communications and provide Attorney-Client controls for privileged and confidential emails
and instant message (IM) communications.
November 3, 2004Announced the availability of AdvisorMail HF, designed to help hedge funds meet new SEC regulations
surrounding the proper monitoring, archiving and retrieval of email and instant message (IM) communications.
October 6, 2004Today confirmed that financial services organizations are racing to ensure strict compliance with NASD
and SEC regulations for email and instant message (IM) communications.
July 6, 2004Announced a comprehensive package of technology and consulting services to assist investment advisory firms
in meeting the SEC regulatory compliance requirements surrounding email and instant message (IM) communications.
April 13, 2004Announced a partnership that will help financial services firms better meet SEC, NASD and NYSE regulations
regarding the monitoring and storage of electronic communications.
March 16, 2004Announced projected first quarter results that will show exceptional growth of its AdvisorMail product, the
leading email and instant message (IM) compliance, monitoring and archiving solution for financial services organizations nationwide.
October 14, 2003Announced today that it has partnered with FaceTime Communications (www.facetime.com) to provide AdvisorMail
users with access to webbased, cross-platform instant message (IM) monitoring and archiving capabilities.
July 28, 2003Announced the addition of its proprietary ComplianceCheckT feature to AdvisorMail (www.advisormail.net), an
end-to-end monitoring, archiving and retrieval solution for email and instant messages (IM) designed specifically for financial services
organizations.
June 19, 2003Announced today that it has integrated its proprietary instant messaging (IM) monitoring and storage system
into AdvisorMail, LiveOffice's industry leading, regulatory-compliant email monitoring, archival and retrieval solution.
April 29, 2003Joining forces with financial services firms across the country to help prepare them for the SEC's new Books
& Records rules pertaining to the archival of email communications that go into effect on May 2, 2003.

Experience
