Forefield and LiveOffice Partner to Provide Financial Services Industry with Powerful Online Tools
February 17, 2004
MARLBORO, Mass. and TORRANCE, Calif., February 17, 2004 — Forefield Inc., the leading provider of financial planning content resources for financial
advisors and consumers, and LiveOffice, the largest web site provider within the financial advisor community, today announced that Forefield’s
KnowledgeTrust™ consumer content will be made available to LiveOffice’s 12,000+ customers.
Through the partnership, Forefield’s comprehensive suite of NASD-reviewed financial articles, interactive tables, illustrations and other informational content will be offered through LiveOffice’s AdvisorSquare platform, the most widely used web site program among independent and registered financial advisors nationwide. The integration of Forefield’s KnowledgeTrustTM robust financial content will enable AdvisorSquare’s customers to provide their clients and prospects with a comprehensive library of easy-tounderstand and graphically rich content resources covering today’s most important financial topics.
The Forefield financial content available through AdvisorSquare will include:
“As the leading provider of Internet solutions to the financial services market, our mission has always been to provide advisors with the online tools they need to successfully achieve their new business acquisition and customer service goals,” said Matt Smith, Chief Operating Officer for LiveOffice. “In our constant search for ways to enhance the online experience for advisors and their clients, Forefield’s premium content stood out as an ideal fit with the needs of our Internet-savvy customers. Most importantly, this partnership enables us to offer KnowledgeTrust™ to our customers at a price they can afford.”
“We are thrilled to make KnowledgeTrust available to Advisor Square clients,” said Brent Delehey, President and CEO of Forefield. “Our clients have been increasingly asking us to make our KnowledgeTrust consumer content available to their individual web sites, and given LiveOffice’s leading position as the top provider of advisor web sites, this partnership marks an important distribution relationship for Forefield.”
Forefield's clients include some of the most prestigious companies in the financial services industry, including American Express Financial Advisors, Bank of America, CIGNA, Commonwealth Financial Network, Deloitte & Touche, Goldman Sachs, Legg Mason, MetLife, Ohio National, PNC Advisors, and Waddell & Reed. For more information, visit www.forefield.com or call (800) 550-6831.
Through the partnership, Forefield’s comprehensive suite of NASD-reviewed financial articles, interactive tables, illustrations and other informational content will be offered through LiveOffice’s AdvisorSquare platform, the most widely used web site program among independent and registered financial advisors nationwide. The integration of Forefield’s KnowledgeTrustTM robust financial content will enable AdvisorSquare’s customers to provide their clients and prospects with a comprehensive library of easy-tounderstand and graphically rich content resources covering today’s most important financial topics.
The Forefield financial content available through AdvisorSquare will include:
- 350+ articles providing clear and concise information on a variety of topics such as personal finance, estate planning, government benefits and insurance
- 200+ tables and illustrations that help clarify and compare complex financial planning topics
- 500 Frequently Asked Questions (FAQs) and answers that address the most common questions clients have about popular financial planning strategies
“As the leading provider of Internet solutions to the financial services market, our mission has always been to provide advisors with the online tools they need to successfully achieve their new business acquisition and customer service goals,” said Matt Smith, Chief Operating Officer for LiveOffice. “In our constant search for ways to enhance the online experience for advisors and their clients, Forefield’s premium content stood out as an ideal fit with the needs of our Internet-savvy customers. Most importantly, this partnership enables us to offer KnowledgeTrust™ to our customers at a price they can afford.”
“We are thrilled to make KnowledgeTrust available to Advisor Square clients,” said Brent Delehey, President and CEO of Forefield. “Our clients have been increasingly asking us to make our KnowledgeTrust consumer content available to their individual web sites, and given LiveOffice’s leading position as the top provider of advisor web sites, this partnership marks an important distribution relationship for Forefield.”
About Forefield Inc.
Established in 1997, Forefield is the foremost provider of real-time sales, education, and client communication solutions for financial institutions and their advisors. Forefield's Web-based solutions facilitate the communication of client-centric financial planning knowledge and advice that is current, concise, and compliant.Forefield's clients include some of the most prestigious companies in the financial services industry, including American Express Financial Advisors, Bank of America, CIGNA, Commonwealth Financial Network, Deloitte & Touche, Goldman Sachs, Legg Mason, MetLife, Ohio National, PNC Advisors, and Waddell & Reed. For more information, visit www.forefield.com or call (800) 550-6831.
AdvisorSquare is the nation's #1 provider of financial websites and has helped over 12,000 investment professionals use the Internet to grow their business.
AdvisorSquare accelerates business growth online for financial advisors nationwide with over 100 professionally designed templates, personalized content
pages, NASD-reviewed financial articles, a comprehensive Investor Research Center , valuable financial calculators and countless customization options. Plus,
only AdvisorSquare provides customers with useful Internet marketing tips each month in its member-only GetHits online newsletter.
LiveOffice is the leading provider of on-demand collaboration, communication and compliance applications. From websites to message archiving and conferencing services, LiveOffice is dedicated to helping businesses optimize productivity and achieve regulatory compliance with its suite of Internet-based products. With LiveOffice's products and services, businesses are always just a click away from the most powerful and cost effective web-based productivity solutions available today.
Make Your Office a LiveOffice™ by calling 800-251-3863 or visiting www.liveoffice.com.
©2007 LiveOffice, LiveOffice LLC, AdvisorMail and our logo are trademarks of LiveOffice LLC. All other company names and products are trademarks of their respective companies.
Make Your Office a LiveOffice™ by calling 800-251-3863 or visiting www.liveoffice.com.
©2007 LiveOffice, LiveOffice LLC, AdvisorMail and our logo are trademarks of LiveOffice LLC. All other company names and products are trademarks of their respective companies.
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