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Why Canadian advisors
keep choosing
Continuum
over
over
Focal AI
Built in Toronto. By Canadians. For Canadian Advisors. Continuum and Focal both offer AI platforms for Canadian financial advisors — but only Continuum delivers botless notetaking across every meeting platform and phone calls, plus Pages: interactive, AI-powered client deliverables built with your firm's branding in seconds.
| Feature | Focal AI | |
|---|---|---|
| Origin | ||
| Head office | Toronto, ON | San Francisco, CA |
| Built for | Canadian advisors | US & Canada |
| Meeting capture | ||
| Meeting capture | Botless | Bot joins the call |
| Automatic speaker tagging | Yes | Manual |
| Conference into phone calls | Yes | No |
| VoIP softphonesZoom Phone, RingCentral, Telus, Rogers, Dialpad | Yes, natively | No |
| In-person mobile app | Yes | Yes |
| Integrations | ||
| Integration approach | Native API only | Browser agent + API (limited) |
| Conquest Planning | Native API | Browser plugin |
| Workflow | ||
| Smart client profiles | Yes | No |
| Pre-meeting emails | Yes | Yes |
| Post-meeting follow-ups | Yes | Yes |
| Pages | ||
| Interactive client deliverables | Yes | No |
| Branded to your firm | Yes | No |
| Engagement analyticsopens, time, AI chat | Yes | No |
| Auto-attached disclosures + audit trail | Yes | No |
| Reusable page templates | Yes | No |
| Client-side AI chat | Yes | No |
| Coaching | ||
| Coaching framework | Open-ended, adaptive, self-learning | Locked to Shaping Wealth |
| Pricing | ||
| Annual plan | CA$79 / seat / mo | $100 / seat / mo |
| Monthly plan | CA$89 / seat / mo | $120 / seat / mo |
| Compliance | ||
| Standards | PIPEDA, OPC-aligned, CIRO-compliant | PIPEDA, OPC-aligned, CIRO-compliant |
| Consent tracking | Audit logged | Bot visible |
| SOC 2 Type II | Yes | Yes |
| Canadian data residency | Yes | Yes |
FAQ
Your questions answered
How is Continuum different from Focal at meeting capture?
What's the difference between native API integrations and browser agents?
Is Continuum compliant for Canadian advisors?
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