ExperienceAdvisorMail Email Management Solutions
AdvisorMail is the industry’s most advanced email and instant message management system, enabling organizations like yours to easily and affordably implement an electronic email compliance solution.
Whether used for government regulatory requirements, internal corporate needs or both, AdvisorMail is a comprehensive email monitoring, email retrieval and email archival system. AdvisorMail manages electronic data in both email and IM formats. Instant message compatibility includes AOL, Yahoo!, MSN, and Bloomberg.
Regardless of your firm’s industry or message volume, we have a flexible, easy-to-use and cost-effective solution that’s right for your business.
| Product | # of Email Address in Your Firm | Meets Regulations for the Following... | Recommended for the Following... |
| AdvisorMail | 15 or more |
SEC, FINRA, NYSE |
Financial Services |
| AdvisorMail Lite | Less than 15 |
SEC, FINRA, NYSE |
Financial Services |
| AdvisorMail HF | Less than 15 |
SEC, FINRA, NYSE |
Hedge Funds |
| AdvisorMail SOX | Any size |
Sarbanes-Oxley |
Public and Private Companies |
| AdvisorMail HIPAA | Any size |
HIPAA |
Firms that handle or store electronic healthcare messages |
| AdvisorMail GLB | Any size |
Gramm-Leach-Bliley Act |
Financial Institutions* *as defined in the GLB Act |
| Your AdvisorMail | Any size |
Any or all |
Customizable to your business needs - CALL NOW! |
AdvisorMail
AdvisorMail is designed for organizations with 15 or more email addresses and is currently in-use at 65% of the nation’s leading, independent financial broker-dealers. In addition to archiving messages, AdvisorMail scans all internal, inbound and outbound emails and attachments for compliance violations. The system also automatically captures, scans and stores all instant message transcripts. Whenever AdvisorMail finds an email compliance violation in a message or transcript, that communication is electronically routed to email compliance personnel or a designated folder for further review.
AdvisorMail Lite
AdvisorMail Lite has all the functionality of AdvisorMail, but is priced to effectively meet the email and IM archiving and compliance needs of companies with 15 or fewer email addresses. The system comes standard with our proprietary lexicon – a comprehensive list of potentially non-compliant words developed in conjunction with leading compliance consultants. AdvisorMail Lite enables email compliance personnel to randomly sample or retrieve messages at any time and ensures that messages are safely stored in a tamper-proof, online repository.
AdvisorMail HF
Similar to AdvisorMail Lite - but developed specifically to meet the needs of busy hedge fund firms - AdvisorMail HF quickly scans and retains all emails and instant messages in a secure online storage area. With our new Random Sampling feature, compliance officers can randomly check messages at any time. AdvisorMail HF fulfills all email compliance requirements as set forth by the SEC, FINRA, and NYSE.
AdvisorMail SOX
All public firms, as well as private firms that may one day go public, must adhere to electronic compliance regulations as set forth by the Sarbanes-Oxley Act. AdvisorMail SOX can automate email archiving and email management for your firm. LiveOffice provides public and private companies with an easy to use, fully secure solution to ensure that email records meet Sarbanes-Oxley compliance requirements.
AdvisorMail HIPAA
All the functionality of AdvisorMail along with special features designed in response to HIPAA (Health Insurance Portability and Accountability Act). AdvisorMail HIPAA is developed with encryption specifically for organizations that transmit and maintain electronic healthcare records and must abide by the Health Insurance Portability and Accountability Act (HIPAA) compliance regulations.
AdvisorMail GLB
The Gramm-Leach-Bliley (GLB) Act, also known as the Financial Modernization Act, includes provisions to protect consumers’ financial data. Let AdvisorMail GLB manage your electronic messages to comply with these information-sharing requirements.