ScreenMeet for Advisors Launches at FPA BE Annual Conference

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Innovative mobile screen sharing technology platform will provide financial advisors with a compelling client communication tool

ScreenMeet is the first screen sharing technology platform optimized for mobile that doesn’t require a download for attendees.

ScreenMeet, the industry’s first mobile screen sharing service, announced today the launch of its screen sharing technology platform designed for financial advisors at the Financial Planning Association’s BE annual conference in Baltimore, MD, September 13-16, 2016.

“For financial advisors, sharing content through existing web conferencing systems for portfolio reviews or prospect presentations is cumbersome and difficult for mobile devices,” said Ben Lillienthal, CEO of ScreenMeet. “Clients today expect their advisor to be able to work with them on their terms, timeframes and technologies,. However, the wealth management industry hasn't had the right capabilities until now with the launch of ScreenMeet.”

ScreenMeet is the first screen sharing technology platform optimized for mobile that doesn’t require a download for attendees. Currently, advisors using existing screen-sharing technology must send their clients or prospects a link to an app that has to be downloaded from the App Store or Google Play making the process complicated, slow and difficult to manage. With ScreenMeet, advisors share their screen or files in the cloud from their phone, tablet or desktop, with just one click for the prospect or client on their mobile devices and desktop computers, meeting their client wherever and whenever they are, simply and easily.

“Advisors today are working in a much more complex operating environment and need operational efficiencies to maintain their profitability,” Lillienthal noted. “Combined with how consumer technology is changing the way investors interact with their financial professional, and ScreenMeet is providing a welcome solution to enhance the client experience, while providing productivity and cost savings to advisors.”

With ScreenMeet, advisors no longer need to print out thick documents and have clients and prospects meet them at their offices or have to spend time and expenses traveling to meet their clients. Instead, advisors can easily launch ScreenMeet right from their mobile devices or desktop and begin sharing their content on their client’s or prospect’s mobile device or desktop in a simple and elegant approach. Through tight integrations with Cloud storage systems such as Box, Dropbox, Google and One Drive, advisors can quickly access their content and easily share their screen.

“We’ve spent a lot of time and effort getting screen sharing right so that it just works,” said Lillienthal. “We’re extremely excited to introduce this unique and innovative technology to the financial advisor marketplace and look forward to continued investments in the platform.”

To learn more, meet ScreenMeet at the FPA BE Conference, held September 13-16, 2016 at the Baltimore Convention Center this week, or log onto

About ScreenMeet
ScreenMeet brings mobile live sharing to everyone, anywhere. Designed for the increasingly-mobile world, ScreenMeet accelerates consensus-building and decision-making because advisors and their clients and prospects can instantly engage around any content - whether sitting at a desk or on-the-go using their phone. Apps, information and presentations can be shared instantly from any phone and computer to any device. Founded by experienced experts in collaborative, real time systems, ScreenMeet is patent pending, innovative technology. Learn more at

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