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, including LiveSiteManager.

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. In existence for five years, the company prides itself on its excellent word-of-mouth reputation and personalized customer support.

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