Advisor Mail

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LiveOffice AdvisorMail is the leading email archiving, compliance and discovery solution for financial services firms of all sizes. With more than 10 years of experience and billions of messages archived, AdvisorMail is the most trusted email compliance system in the industry today.

Archive

Email Archiving
  • Store and index every email, attachment and IM sent or received
  • Protect data in tamper-proof WORM storage
  • Retain messages based on your email compliance and archiving policies

Comply

Email Compliance
  • Meet all FINRA, SEC, FRCP and SOX requirements
  • Benefit from robust email and IM monitoring capabilities (including Bloomberg & Reuters)
  • Use the pre-populated lexicon and random sampling to enhance supervision

Discover

E-Discovery
  • Monitor outbound email for potential theft of company information and IP
  • Accelerate legal discovery and HR inquiries via real-time, active search functionality
  • Enforce legal holds and protect attorney-client privileged communications

LiveOffice’s email archiving services are the best insurance policy you can have for protecting your financial services company (and reputation) against missing or lost emails, while also meeting compliance and legal mandates.

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