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By Lauren Keeports Outreach

What’s the Best Virtual Meeting Provider for Your Business?

5 minute read

We’re sad to see our tech series come to an end, but this last post is an important one. Read on as we cover the best virtual meeting platforms to help facilitate your firm’s online meetings.

Virtual Meeting Tools for Financial Advisors

Virtual meetings are an increasingly popular method of communication for advisors and clients today. And yet, there are still a number of firms who aren’t quite on board with this newer and more accessible method of communication.

For those who are on the fence about offering virtual meetings, you should know that not only do they require less conference room space and decrease travel expenses, but they also allow your prospective client pool to grow exponentially. Rather than limiting yourself to meeting face-to-face with only local clients or spending money traveling, virtual meetings are a cost-effective way to communicate with your current and prospective clients and even internal teams.

To help those of you already utilizing online meetings and to guide those of you new to the idea, we’ve profiled three popular providers: ScreenMeet, JoinMe and GoToMeeting; covering some of their best features and what you should know about each.

1. ScreenMeet

ScreenMeet is a very basic and easy-to-use screensharing option for financial advisors. The platform’s main focus is document-sharing, so they don’t have some of the more extensive virtual meeting features, but it certainly serves its purpose.

A review of virtual meeting platforms for businesses (ScreenMeet, JoinMe, and GoToMeeting)

Best Features:

  • No download or plugin necessary to attend (viewers simply go to your personalized ScreenMeet URL)
  • Compatible with PC, MAC, Android, iOS and any website browser on any device

What To Know:

  • No video camera capabilities and no audio connection (advisor is expected to simply call the client directly to complement the screenshare)
  • Deemed qualified by Fortune 500 corporations as FINRA and HIPAA compliant for regulated industries because of its encryption and security measures
  • 50 attendee limit regardless of the pricing plan you choose
  • Pricing: $15/month Mobile and $25/month Desktop+ with discounted annual packages also available for each option

2. JoinMe

JoinMe takes simple screensharing a step further than ScreenMeet by including some additional virtual meeting features like audio and video. They’re a middle-ground between some of the smaller platforms and the big players.

A review of virtual meeting platforms for businesses (ScreenMeet, JoinMe, and GoToMeeting)

Best Features:

  • Compatible with PC, MAC, Android, iOS and any website browser on any device
  • Chat/messaging
  • Audio via device or call-in option

What To Know:

  • Download necessary to attend
  • Pricing: Free option, $18/month Pro package, $30/month Business package

3. GoToMeeting

GoToMeeting is likely the largest scale and the most comprehensive virtual meeting provider of the three that we’ve reviewed here. There is no free package available like JoinMe offers, but GoToMeeting may be the platform for you if you need a larger feature set.

A review of virtual meeting platforms for businesses (ScreenMeet, JoinMe, and GoToMeeting)

Best Features:

  • Compatible with PC, MAC, Android, iOS and any website browser on any device
  • Has multi-national toll-free numbers which make this service a good option for international participants
  • Audio via device or call-in option

What To Know:

  • Download necessary to attend
  • Requires access codes and PINs (good for security, but may adversely affect usability)
  • Pricing: $19/month Starter package (up to 10 attendees), $29/month Pro package (up to 50 attendees), $49 Plus package (up to 100 attendees), with a free 7-day trial available for each

Want to catch up on the rest of our tech series? Check out:


Searching for more ways to enhance your new financial planning business? Learn more about Branding Your Financial Planning FirmCreating The Total Client Experience with Client Portals, and What You Need to Know About Compliance.