AI that works the way advisors do
AI that works the way advisors do
Less admin, more impact. Continuum helps modern financial advisors deepen client relationships, enhance productivity, and grow profitably.
Client Intelligence
Arm yourself with client insights that deepen relationships and help you grow your book of business. Your client profiles update themselves with what you need to know to add more value.
Client Intelligence
Arm yourself with client insights that deepen relationships and help you grow your book of business. Your client profiles update themselves with what you need to know to add more value.
Meeting Automation
Make your meetings effortless. Continuum's AI notetaker summarizes what was discussed, suggests action items, and drafts your follow up emails–without meeting bots joining your calls.
Meeting Automation
Make your meetings effortless. Continuum's AI notetaker summarizes what was discussed, suggests action items, and drafts your follow up emails–without meeting bots joining your calls.
Collaboration
Work more efficiently across your firm, and with external specialists, to deliver better service for your clients. Keep tasks and projects from falling through the cracks.
Collaboration
Work more efficiently across your firm, and with external specialists, to deliver better service for your clients. Keep tasks and projects from falling through the cracks.
Why it matters
Why it matters
Reduce Admin
Save up to 50 hours per month
Deepen Relationships
Deliver holistic services at scale
Stay Ahead
Future-proof your firm with AI
Reduce Admin
Save up to 50 hours per month
Deepen Relationships
Deliver holistic services at scale
Stay Ahead
Future-proof your firm with AI
Reduce Admin
Save 50 hours per month on admin
Deepen Relationships
Deliver holistic services at scale
Stay Ahead
Future-proof your firm with AI
Reduce Admin
Save up to 50 hours per month
Deepen Relationships
Deliver holistic services at scale
Stay Ahead
Future-proof your firm with AI
Automate your meeting admin and get better client insights
Automate your meeting admin and get better client insights
Automate your meeting admin and get better client insights
Meeting Prep on Autopilot
Effortless meeting preparation. Generate pre-reads to set client context, and send a polished agenda — all before the meeting.
Effortless meeting preparation. Generate pre-reads to set client context, and send a polished agenda — all before the meeting.
Meeting Prep on Autopilot
Effortless meeting preparation. Generate pre-reads to set client context, and send a polished agenda — all before the meeting.
Meeting Prep on Autopilot
Effortless meeting preparation. Generate pre-reads to set client context, and send a polished agenda — all before the meeting.
Effortless Notetaking
Our smart meeting assistant captures and summarizes discussions, with no bots joining your calls.
Effortless Notetaking
Our smart meeting assistant captures and summarizes discussions, with no bots joining your calls.
Effortless Notetaking
Our smart meeting assistant captures and summarizes discussions, with no bots joining your calls.
From Insights to Action–Seamlessly
Automatically convert notes into tasks, assign them in Continuum, and sync them seamlessly with your CRM.
From Insights to Action–Seamlessly
Automatically convert notes into tasks, assign them in Continuum, and sync them seamlessly with your CRM.
From Insights to Action–Seamlessly
Automatically convert notes into tasks, assign them in Continuum, and sync them seamlessly with your CRM.
Continuum works with your existing tools–no manual entry, no meeting bots.
Continuum works with your existing tools–no manual entry, no meeting bots.
Continuum works with your existing tools–no manual entry, no meeting bots.
Your security is our top priority
SOC2 Type 2
Independently audited SOC 2 Type II certification.
Bank-grade security
Every client interaction is logged, structured, and audit-ready for regulatory compliance. All data is stored in the U.S., meeting strict financial and privacy regulations.
Built for compliance
Every client interaction is logged, structured, and audit-ready for regulatory compliance. All data is stored in the U.S., meeting strict financial and privacy regulations.
Continuous threat monitoring
24/7 automated threat detection identifies and mitigates risks before they become threats.
End-to-end encryption
Multi-layered encryption, real-time threat monitoring, and strict access controls protect sensitive client data. MFA & AES-256 encryption in transit and at rest safeguards all data from unauthorized access.
Disaster recovery & redundancy
Multi-layered encryption, real-time threat monitoring, and strict access controls protect sensitive client data. MFA & AES-256 encryption in transit and at rest safeguards all data from unauthorized access.
Your security is our top priority
Your security is our top priority
Your security is our top priority
SOC2 Type ll
Independently audited SOC 2 Type II certification.
SOC2 Type ll
Independently audited SOC 2 Type II certification.
SOC2 Type ll
Independently audited SOC 2 Type II certification.
Bank-grade security
Multi-layered encryption, real-time threat monitoring, and strict access controls protect sensitive client data.
Bank-grade security
Multi-layered encryption, real-time threat monitoring, and strict access controls protect sensitive client data.
Bank-grade security
Multi-layered encryption, real-time threat monitoring, and strict access controls protect sensitive client data.
Built for compliance
Every client interaction is logged, structured, and audit-ready for regulatory compliance. All data is stored in the U.S., meeting strict financial and privacy regulations.
Built for compliance
Every client interaction is logged, structured, and audit-ready for regulatory compliance. All data is stored in the U.S., meeting strict financial and privacy regulations.
Built for compliance
Every client interaction is logged, structured, and audit-ready for regulatory compliance. All data is stored in the U.S., meeting strict financial and privacy regulations.
Continuous threat monitoring
24/7 automated threat detection identifies and mitigates risks before they become threats.
Continuous threat monitoring
24/7 automated threat detection identifies and mitigates risks before they become threats.
Continuous threat monitoring
24/7 automated threat detection identifies and mitigates risks before they become threats.
End-to-end encryption
MFA & AES-256 encryption in transit and at rest safeguards all data from unauthorized access.
End-to-end encryption
MFA & AES-256 encryption in transit and at rest safeguards all data from unauthorized access.
End-to-end encryption
MFA & AES-256 encryption in transit and at rest safeguards all data from unauthorized access.
Disaster recovery & redundancy
Automated backups and failover protection ensure uninterrupted access to critical client data.
Disaster recovery & redundancy
Automated backups and failover protection ensure uninterrupted access to critical client data.
Disaster recovery & redundancy
Automated backups and failover protection ensure uninterrupted access to critical client data.
FAQ
How long does it take to get started?
How do you transcribe meetings without a bot?
How does AI impact the security of my client data?
How long does it take to get started?
How do you transcribe meetings without a bot?
How does AI impact the security of my client data?