About AdvisorMail

Email Archiving & Compliance Solutions

LiveOffice AdvisorMail is the leading email archiving and compliance (SEC/FINRA) solution in the financial services industry. Custom-built to meet the distinct needs of broker-dealers, registered investment advisors (RIAs) and other financial services professionals, AdvisorMail ensures the integrity of electronic communications, simplifies the audit and discovery process, and helps companies protect themselves against the risk and expense of lost or misplaced messages. It does not require any upfront investment in hardware, software or connectivity prior to deployment and fulfills all SEC/FINRA regulatory requirements for email surveillance, archiving and retrieval.

LiveOffice is privately held and has used its 12-plus years of experience to provide the entire business market with easy-to-use, feature-rich communication and compliance tools at an affordable price. The company was founded in 1998 and serves a premier roster of clients, big and small, including Fortune 100 companies. With a client-retention rate of 97 percent, LiveOffice prides itself on its excellent word-of-mouth reputation and personalized customer support. The software-as-a-service company is backed by leading private-equity firm Summit Partners and has more than 150 employees with deep experience in managed messaging solutions, including executives and board members from Symantec, Microsoft, FrontBridge and Postini.