Coming Soon
To adapt to updated industry standards and due to low usage, the Screen Share function will be discontinued this November.
Our research has shown that financial advisors prefer using well-known screen-sharing technologies due to their popularity, ease of use, and robust security features. This preference has resulted in low usage of the Screen Share feature. To allow our team to focus on the capabilities that are most impactful to you, this function will be discontinued in November.
After November 6, Screen Share will no longer be available, however, Present Mode, which protects clients’ information by locking in a single client’s facts, will remain accessible.
