![]() It is best-suited for advisers planning to do a lot of remote presentations on their iPads. This is an iPad-only application for now. Free iPad, iPhone and Android applications allow attendees to view, not control, presentations.Ĭost: 30-day free trial, $49 per month per presenter or $468 annually It’s easy to turn over control to clients during a presentation - desktop to desktop - so they can point out things (or adjust sliders, etc.). This is a great choice for advisers who want to share their desktop with clients and prospects. If you need to stream HD video during an online meeting, this is your product (Pro supports up to 25 attendees on web video and audio conferences but only 4 HD streams per meeting).Ĭost: 14-day free trial, $49 per month per presenter or $588 annually GoToMeeting There are multiple product offerings, but in terms of plans, Fuze Pro is likely the minimum fit for advisers. This tool allows a lot of control from both desktops and mobile devices, including iPad and Android tablets, and iPhone, Android and BlackBerry smartphones. ![]() Multiple choices and permutations in pricing include pay-as-you-use plans, per-host plans, single host and annual plans.Ĭost: At its most basic, $55 per month for a host license or $540 annually Fuze Meeting Controls, no matter the device, include presenting slides, using a white board and sharing of files from the cloud or directly from a mobile device. That versatility makes it a bit more expensive. One drawback, though, is that presentations, whether they are in Microsoft PowerPoint or Apple Keynote, must be converted to an Adobe PDF format.Īlready used by quite a few advisers, Connect is essentially device-agnostic, meaning you can present at a meeting and control all the features from a desktop or a tablet. “The straightforward thing to do is put those things you want to present on your iPad, then connect the iPad to a larger monitor and do it that way.”įor now, in the iPad-to-iPad realm, he prefers Idea Flight, which is the simplest and least expensive of the relevant applications to implement. “If an adviser is looking to host a meeting from their iPad, it is not the easiest thing to do with the free applications yet,” Mr. To test some applications, I enlisted the aid of technology expert Sunit Bhalla, principal of OakTree Financial Planning LLC, and Bill Winterberg, founder of the FP Pad blog and a technology consultant to advisers. No matter what application or service you end up selecting, make sure to try it out with several friends or colleagues under the same conditions you expect to use it with clients. And these days, the presentation scenarios advisers envision can include in-person meetings, as well as remote ones.Īll the applications I detail in this column include video and audio conferencing, in addition to screen sharing. That’s not necessarily the case - different products have different benefits.
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