ASK AI
A living memory of your entire practice
What Advisors Ask
Five questions that used to take hours
From a quick lookup before a meeting to pattern analysis across your entire book.
Walk into every meeting already prepared
Past discussions, pending items, trending topics, and suggested talking points — pulled together before you walk in.
Turn every conversation into action instantly
Follow-up emails, recaps, agendas, and action items — in your voice, grounded in what was actually said.
Spot opportunities you'd otherwise miss
Quiet clients. Recurring concerns. Continuum AI reads your whole book and surfaces the patterns in seconds.
Edit your meeting notes just by asking
Name misspelled? Section needs rephrasing? Say so, and it applies the change everywhere it appears.
See your practice at a glance
From a single meeting to a quarter of conversations — Continuum synthesizes themes, outcomes, and key moments on demand.
Knows your book
Grounded in every conversation you've had
Meetings, emails, tasks, client interactions — your full history. That's why the answers are specific instead of generic.
Every transcript and summary, indexed and instantly searchable
Trending topics and concerns synthesized across every client and household
Every commitment tracked and surfaced when it matters — nothing forgotten
Always there
On every screen, already in context
It sits at the bottom of every screen, already aware of the meeting, client, or document you're looking at. No copy-pasting, no setup, no prompt engineering.
Context pills show exactly what the AI is working with — a meeting, a client, a Page
Open the dedicated Ask page for deeper analysis across your entire practice
Every conversation is saved — pick up any thread, anytime
Ask anything
Start asking bigger questions
Most advisors start with prep and follow-ups. Soon you’re asking about your entire practice, because now you can.
Start from suggested prompts built into the app — the same ones you see here — then make them your own
Run a check across your whole book instead of opening files one at a time
Ask what you could never search for: “who mentioned an inheritance?”, “who seems hesitant?”, “whose kids are turning 18?”
FAQ
What advisors ask about Continuum AI
How is Continuum AI different from ChatGPT or other AI assistants I already use?
Will my client data be used to train AI models?
What if the AI gets something wrong?
Do I have to leave my workflow to ask a question?
Can the AI actually edit my meeting notes, or just summarize them?
Do I need to learn prompts or train the AI to be useful?
