Best Video Meeting Software for Financial Advisors

The best video meeting software for financial advisors is the one your firm approves, that never cuts off a client review, and that your oldest client can join with one tap. Before anything else, check your firm's recordkeeping and supervision rules. Then compare time limits, the client's join experience, recording consent, meeting notes and cost.

"Best" only means something against a list of needs. Below is the list we would use, in order, with dated facts on the common tools and an honest look at where our own product fits.

What should financial advisors check first?

Check your firm's recordkeeping and supervision rules first, before you compare a single feature. Approval comes from your firm, not from a software company. Many firms keep a list of approved communication tools and have specific rules on recording, storing notes and texting clients.

For context, FINRA's rules for broker dealer firms include Rule 3110 on supervision and Rule 4511 on books and records. Other advisors answer to different regulators or carriers. Your compliance team will tell you which rules apply to you and how meetings, recordings and notes must be kept.

No video tool makes you compliant on its own. Any vendor that says otherwise deserves extra questions.

Why does the time limit matter so much for client reviews?

The time limit matters because money conversations run long. An annual review, a retirement income discussion or a first meeting with a couple can easily pass an hour, and the most important question often comes near the end.

Here is what the free plans of three common tools list, as of November 10, 2026:

Paid plans remove most of these limits. Zoom lists Pro at $16.99 a month, or $14.16 a month billed yearly, with meetings up to 30 hours. Notice the Google Meet row: a one on one review can run long, but the moment a spouse joins from a second device, it becomes a group call with a 60 minute limit.

How easy is it for older clients to join?

Ease of joining is the feature most advisors underrate. Many clients are retirees or near retirees. If joining means installing an app, creating an account or finding a code, some of them will call you instead, or not show up at all.

Test any tool with this checklist:

• Does the link open in the browser on an iPhone, an Android phone and a computer?
• Does the client need an account or password?
• If they tap "Block" on the camera prompt, does the screen show them how to fix it?
• Can they join by voice only if the camera fails?
• Are the buttons big and the words plain?

Our post on how to run a client meeting online without a download covers the whole client side of the meeting.

Do you need a waiting room for client meetings?

Yes, if you hold meetings back to back. A waiting room keeps your 2 PM client from walking into the end of your 1 PM review. It also lets you see who has arrived, so you can greet a couple together instead of starting with one spouse while the other is still connecting.

Check whether the waiting room is on by default or something you must remember to turn on for each meeting, and whether an assistant can let clients in when you run late.

How should advisors handle recording and meeting notes?

Handle recording and notes the way your firm requires, and get the client's consent every time. Ask your compliance team three questions before you record anything:

1. Are we allowed to record client meetings, and with what consent language?
2. Where must recordings, transcripts and notes be stored, and for how long?
3. Can AI generated summaries be used, and do they need review before they are saved or sent?

If the answers allow it, AI notes can save real time. A transcript and a recap of decisions and next steps make the follow up email faster to write. Just remember that a summary is a draft. You are responsible for what goes in the client file.

Does booking belong in the same tool?

It helps. When clients book a review from your link, get a confirmation with the meeting link, and receive a reminder, fewer meetings fall through the cracks. Running booking and the meeting room in one place also means one less login and one less monthly bill. Our guide on how to reduce no-shows for video appointments lists the steps that matter most.

Where does Let's Sit Down fit for financial advisors?

Let's Sit Down fits advisors who want booking and client meetings in one place, with no time limit and a simple join for older clients. Here is what it does, as listed on our pricing page:

• No time limit per meeting on any plan. Fair use is 20 hosted hours a month on Free and 60 on Business.
• Browser join with nothing to download on iPhone, Android, Mac, Windows and Chromebook, with step by step camera help and a voice only option.
• A waiting room on every plan, and on Business, co-hosts and up to 5 staff who can let clients in.
• A free booking page with email confirmations and reminders. Business adds every meeting type, like a first meeting and an annual review.
• Recording with a visible sign. On Business, recording only starts when you tap Record, and everyone sees a red RECORDING sign the whole time.
• Transcripts and AI recaps on Business, with notes you can download as Markdown or text.

Business is $9.99 a month or $99 a year at the founding price for anyone who subscribes by December 31, 2026 (then $14.99 a month or $149 a year), and you can try it free for 14 days with no card.

What it does not do: Let's Sit Down does not replace your firm's archiving, supervision or compliance review, and it makes no claim of regulatory compliance. Ask your compliance team before you record client meetings or text clients. If your firm requires a specific approved platform, use that one.

Our video meetings for financial professionals page shows how a review works step by step. If your firm allows outside tools and you would like to see the client side for yourself, you can start free and send a test link to your own phone.

Facts checked as of November 10, 2026 on the official pages linked above. Prices and limits can change. Nothing here is legal or compliance advice. Zoom is a trademark of Zoom Communications, Inc. Google Meet is a trademark of Google LLC. Microsoft Teams is a trademark of Microsoft Corporation. Let's Sit Down is not affiliated with, endorsed by or connected with any of them, or with FINRA.