AdvisorMail Features

Secure and Automated Message Capture

AdvisorMail automatically captures all sent and received messages without user intervention and securely transmits them to multiple LiveOffice data centers for retention, using TLS or VPN encryption.

Single-Instance Storage

Once archived, all email is de-duplicated and stored as a single instance to optimize storage space and streamline your searches.

Tamper-Proof WORM Storage

Tamper-proof WORM (write once, read many) storage meets the strictest regulatory compliance requirements.

Unlimited Storage

Unlimited storage eliminates the need to worry about long retention periods and compounding storage costs. You can customize your retention policies and store an unlimited amount of data as long as you require for no additional cost.

Mirrored Architecture

All email messages and attachments are stored in real time and then replicated to LiveOffice’s multiple, geographically dispersed SAS-70 Type II Tier-4 compliant data centers.

Spam-and-Virus Protection

AdvisorMail employs multiple layers of protection to evaluate, detect and block spam emails and viruses, using blacklisting, whitelisting, profiling and rules-based scoring, reverse DNS lookup and multilayer virus scanning.

Monitoring/Supervision

AdvisorMail offers a number of tools to streamline the supervisory process, including automatic flagging of suspicious emails for auditor review. Multi-tiered review structure supports workflow between compliance officers, Offices of Supervisory Jurisdiction (OSJs) and branch managers.

Customized Views and User Preferences

AdvisorMail’s Microsoft Outlook-like look and feel reduces your learning curve with a familiar, easy-to-use interface. You can shorten review time by setting your preferred starting folder (e.g., post review), date range and view, and choosing one of three convenient views: Single Message View, Snippet View or List View.

One-Click Review

AdvisorMail’s rapid, one-click review features help you speed through the review process. Next-click review allows you to quickly jump to the next violation in email messages and attachments with only a single mouse click, while right-click actions let you choose commands by simply right clicking your mouse.

Advanced Message Filters

AdvisorMail’s advanced message filters help you easily sort, search and select specific types of emails.

Advanced Administration and Reporting

AdvisorMail’s advanced administration and reporting tools include pre- or post-review modes, random sampling, customizable rules for specific domains or email addresses and summary reports.

Random Sampling

AdvisorMail allows auditors to conduct random sampling to meet regulatory compliance requirements. This feature quickly compiles a random chosen set of messages for review.

Customizable Lexicon

Drawing from more than 10 years of experience in the industry, AdvisorMail has built a custom lexicon of keywords and phrases to specifically meet financial services compliance. Firms can also add words to their lexicon as needed.

End-to-End Audit Support

AdvisorMail’s compliance experts provide complete audit support, including attestation letters, and have a 100% audit success record.

State-of-the-Art Security

LiveOffice’s enterprise-class infrastructure meets the highest industry standards for secure data storage, including SAS-70 Type II, and guarantees the authenticity of your archived data.

Authentication and Granular Permissions

Users authenticate using SSL to login to AdvisorMail, ensuring secure access to the archive. AdvisorMail has two distinct permission levels: Administrator (full access) and Auditors (supervisory rights for selected mailboxes).

Tiered Supervision

AdvisorMail’s tiered supervision feature allows you to push out your corporate lexicon (list of violating keywords and phrases) to all remote offices with only one command.

Whitelist Editor

AdvisorMail’s whitelist editor lets you easily whitelist keywords and phrases frequently found in disclaimers to reduce false-positive compliance violations.

Mass Editors

AdvisorMail’s mass editors allow you to quickly and easily add email addresses, move users to other offices, modify rules and more with just a couple mouse clicks.

Quick-and-Easy Search, Retrieval and Export

Quickly and easily search and retrieve emails and attachments to fulfill audit and e-discovery requests. Once you have selected all emails related to a specific need, you can export them on demand.

Disaster Recovery

AdvisorMail’s disaster recovery protection employs multiple, geographically dispersed SAS-70 II Tier-4 compliant data centers to ensure that your data is not lost when disaster strikes.

Legal Holds and Attorney-Client Privilege Classification

If your company ends up in litigation, you can place legal holds on specific communications (based upon search criteria) to safeguard your staff or automated deletion policies from inadvertently deleting case-relevant emails. You can also mark attorney-client privileged communications and exclude them from e-discovery requests.

Time-Stamped Audit Trail

AdvisorMail’s search log captures the auditing activities of your reviewers, so administrators can ensure that they are conducting appropriate reviews and meeting compliance requirements. Auditors can also add notes to messages as needed.

Policy-Driven Retention and Destruction

AdvisorMail retains your emails and attachments as required to meet your company’s specific retention or regulatory requirements. We also purge and destroy older email stores based on your custom criteria (e.g., any emails seven or more years old).

Hosted Exchange 2007

LiveOffice offers Hosted Exchange 2007 to meet your day-to-day email needs. It works seamlessly with AdvisorMail and is accessible from any Internet-connected computer.

Personal Archive

LiveOffice offers Personal Archive to simplify mailbox management and reduce skyrocketing storage costs. End users can access their own personal archives and retrieve lost or previously deleted email messages.

Mobile Email

LiveOffice offers Hosted BlackBerry Enterprise Solution, which complements our Hosted Exchange 2007 service and provides push-based access to email, calendars, contacts, tasks, notes and web applications with real-time synchronization.

Email Encryption

AdvisorMail enables users to selectively encrypt outgoing messages and attachments containing sensitive information, using end-to-end, 128-bit, SSL encryption.

Business Continuity

AdvisorMail’s business continuity service gives you access to your email during unplanned downtime and ensures you can maintain communications with your employees and clients.

Supported Platforms

Microsoft Internet Explorer 7 and 8, Mozilla Firefox, Google Chrome and Apple Safari