Free
FreeIncluded in every account
- A booking page with 1 meeting type
- Up to 2 connected calendars, checked for busy time
- Up to 10 participants and 60-minute calls
- Knock entry, a room password and lock entry
- Recurring series with reminder emails
Financial advisors
Client review meetings for financial advisors, with recording everyone can see
Financial advisors can let clients book a review, meet in a browser and walk through a plan on a shared screen. On Pro, a recording or AI summary starts only when the advisor starts it; every participant sees a banner and an indicator, and the advisor chooses who receives it. Video and audio stay 90 days and can be downloaded; transcripts stay until you delete them.
A guest knocks to enter a Meeto call; the host lets them in.
A client review
How does a client review run in Meeto?
A client books the review on your page or accepts a scheduled series, joins in the browser and goes through the plan with you on a shared screen.
- Publish the meetings you offer. For example a 20-minute introductory call and a 60-minute annual review. Free includes 1 meeting type; Pro up to 50.
- Ask what to cover. A booking-form question such as “What would you like to cover?” helps you prepare the right figures before the call.
- Put regular reviews on a schedule. A quarterly review is a recurring series “every 3 months”, with a reminder email 1 day before. Clients can stop the reminders in one click and stay invited.
- Admit only the expected people. Switch the room to knock entry and let each person in; lock entry once everyone is there.
- Present the plan. Share a projection or a portfolio summary and circle the figures you are discussing. Share a single window to keep other clients' files off screen.
- Agree on the next steps before you hang up. Repeat the decisions and who does what, then send them in writing.
Calls are encrypted in transit (WebRTC, DTLS-SRTP) through Meeto's media servers in Europe and South-East Asia. The security overview has the technical details.
Recording and consent
How do recording and consent work?
A Pro or Team host starts the recording, and Meeto tells every participant the moment it starts.
| Question | Answer |
|---|---|
| Who can start it | A Pro or Team host |
| What participants see | A banner naming who started it, a recording indicator for the rest of the call, and a notice for anyone who joins later |
| Who receives it | The host chooses: “Only me” or “Everyone in the call” |
| What is captured | A video file and a separate audio file; starting a recording also starts the AI summary. The AI summary alone captures no video |
| How long it runs | Up to 4 hours, extendable by 4 hours; it stops if no one speaks for 20 minutes |
| How long it is kept | Video and audio 90 days; transcript and summary until you delete them |
A practical habit: at the start of the call, say that you would like to record and why, wait for a clear yes, then start the recording and ask the client to confirm once more, so the consent itself is on the recording. The privacy guide covers recording, AI recaps and shared links in more depth.
Files and summaries
How do you keep the files and the summary?
Download the video and audio files after each meeting into the storage your firm uses, and keep the summary next to them. In Meeto, the media stays available for 90 days, and the host can delete it at any time.
The AI summary lists decisions and action items with the transcript underneath, and exports as Markdown, plain text or a PDF summary sheet. Read it against the transcript before you file or send it, so every figure and name is exactly as said. To send it to a client, share it by a link that you can switch off later. More on the AI summary page, and plan prices are on the pricing page.
Free and Pro
What an advisory practice gets on each plan
Client bookings, knock entry and screen sharing are on Free. Pro is for more meeting types and calendars, reviews with no time limit, recording and AI summaries.
Pro
ProEverything in Free, plus
- Up to 50 meeting types and 5 calendars
- No time limit, up to 25 participants
- Recording and AI summary, only when you start themVideo and audio kept 90 days; AI summaries cover 10 hours a month
Privacy for clients
What can you tell clients about privacy?
Clients ask how their reviews are protected. The table lists what Meeto does today.
| Topic | What Meeto does |
|---|---|
| Encryption | Encrypted in transit (WebRTC, DTLS-SRTP) through Meeto's media servers in Europe and South-East Asia |
| Who can enter | Open, knock or password entry; lock entry; a removed person cannot rejoin that meeting |
| Chat | In-call chat is deleted when the meeting ends |
| Recording and AI summary | Starts only when a Pro or Team host turns it on; everyone in the call sees a banner and an indicator. Recordings are kept 90 days; transcripts and summaries until you delete them |
| AI training | Meeting content is not used to train AI models |
Recording and AI summaries start only when you start them, and you choose who receives them: “Only me” or “Everyone in the call”. The recording page explains capture, files and retention.
FAQ
Frequently asked questions
Can a client decline to be recorded?
Yes. Nothing is recorded unless the host starts it, so when a client prefers no recording, simply leave recording and AI summary off for that meeting.
Can I download a recording?
Yes. The recording is a video file plus a separate audio file, and you can download both into your firm's own storage. In Meeto, the media is kept 90 days and the transcript and summary until you delete them.
Does Meeto use client conversations to train AI?
No. Meeting content is not used to train AI models. Audio is processed to produce the transcript and summary only when the host turns the AI summary on.
Can a couple join a review from two places?
Yes. Invite both people; each joins from their own browser or phone without an account. Free meetings allow up to 10 participants and Pro up to 25.
Put it to work
Open your Meeto account to set it up, or explore the working product first.