February 24, 2004
Contact:
Bob Huebscher
ByAllAccounts Inc.
Tel: 781-376-0801
Email: bhuebscher@byallaccounts.com
Contact:
Amy Agnew
LiveOffice Corporation
Tel: 800-251-3863, ext. 148
Email: aagnew@liveoffice.com

 

LIVEOFFICE AND BYALLACCOUNTS PARTNER TO PROVIDE ONLINE ACCOUNT AGGREGATION TO FINANCIAL ADVISORS NATIONWIDE

LiveOffice’s Financial Advisors to Benefit from Affordable Access to ByAllAccounts' WebPortfolio

TORRANCE, Calif. and WOBURN, Mass., February 24, 2004 — LiveOffice Corporation (www.liveoffice.com), the largest web site provider within the financial advisor community, and ByAllAccounts, Inc. (www.byallaccounts.com), the leading provider of account aggregation services, today announced that they have formed a partnership to give LiveOffice’s 12,000+ customers access to ByAllAccounts’ WebPortfolio account aggregation service.

Through this partnership, LiveOffice will offer WebPortfolio as an add-on to AdvisorSquare, its widely popular financial advisor web site program. Using WebPortfolio, AdvisorSquare users can:

  • Aggregate all of their client accounts in a single online location, regardless of where they are held

  • Provide their clients with consolidated net worth and performance reports

  • Set and track target asset allocations across managed and “held away” accounts

  • Receive email-based alerts to identify asset gathering opportunities

WebPortfolio offers AdvisorSquare financial advisors a variety of benefits, including the ability to:

  • Prospect for additional assets within their existing client base

  • Provide high quality and more timely information to clients

  • Gain a competitive advantage over other advisory firms

  • Strengthen their reputation as the trusted advisor and the quarterback in their client
    relationships

“Over the years, AdvisorSquare has evolved from a standard web site provider into a required online business tool for thousands of financial advisors,” said Matt Smith, chief operating officer for LiveOffice. “Partnering with ByAllAccounts signals an important next step in AdvisorSquare’s evolution, helping us to provide advisors with the ultimate online wealth management experience.”

James Carney, Chairman of ByAllAccounts added, “Account aggregation is rapidly becoming
part of the fabric of advisory services offered by wealth management firms. We see this alliance as a way to distribute our solution to a key segment of that market, and to allow our WebPortfolio application to be deployed through LiveOffice’s advisor web sites.”

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About LiveOffice Corp.
LiveOffice Corp. is the leading provider of enterprise Internet technologies and services packaged and priced for the small to midsize business market. The company’s comprehensive product offering includes web site development and hosting, compliance solutions for electronic communications and real-time collaboration applications.

Currently hosting more than 12,000 web sites and over 65,000 email accounts, businesses look to LiveOffice to provide them with effective tools to make them more profitable online.

For more information, please visit www.liveoffice.com or call (800) 251-3863.

About National Regulatory Services & Thomson Media
National Regulatory Services (NRS), (www.nrs-inc.com) is the nation's leader in compliance and registration products and services for Investment Advisers, Broker-Dealers, Investment Companies, and Insurance institutions. NRS consultants register start-up and established firms with the federal and state governments, as well as provide ongoing compliance consulting and training. Its conferences alert compliance officers and top management to the latest regulatory issues, while NRS software products ease the compliance burden by meeting federal and state regulatory requirements, quickly and efficiently. NRS is a division of Thomson Media (www.thomsonmedia.com), a unit of The Thomson Corporation, and a leading provider of information, data, and software tools for professionals in the financial services and related technologies markets. More than 750,000 clients use Thomson Media's publications, databases and work solutions worldwide.

About ByAllAccounts, Inc.
ByAllAccounts, Inc. (www.byallaccounts.com) provides technology designed to grow assets for financial institutions and their advisors by collecting, monitoring and analyzing financial data from captive and non-captive client accounts. This greatly assists in building stronger, more profitable client relationships with their preferred clients. The ByAllAccounts’ product line allows advisors to provide timely, personalized levels of service and better-informed advice based on an in-depth understanding of all their clients’ assets.

 
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