February 17, 2004

Contact:
Bill Davenport
Chief Operating Officer
Forefield Inc.
Tel: 800-550-6831 ext. 1139
Email: wdavenport@forefield.com

Contact:
Amy Agnew
Communications Manager
LiveOffice Corporation
Tel: 800-251-3863, ext. 148
Email: aagnew@liveoffice.com

 

Forefield and LiveOffice Partner to Provide Financial Services Industry with Powerful Online Tools

LiveOffice to Offer Forefield’s KnowledgeTrust™ Content on AdvisorSquare Platform

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:

  • 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.”

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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.

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.

 
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