Compare
Why Canadian advisors
keep choosing
Continuum
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 | Starting at CA$79 / seat / mo | Starting at $100 / seat / mo |
| Monthly plan | Starting at CA$89 / seat / mo | Starting at $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 |
Continuum vs Focal AI: Built in Canada for Canadian Advisors
Continuum and Focal AI are both built for Canadian advisors, and both are SOC 2 Type II certified with Canadian data residency and PIPEDA, OPC and CIRO alignment. The differences are in capture and integrations. Continuum captures meetings natively on the advisor's device, so no bot joins the Zoom, Teams or Meet call, and it also captures phone calls, VoIP softphones such as Zoom Phone, RingCentral, Telus, Rogers and Dialpad, and in-person meetings through the mobile app. Focal sends a bot into the call and does not capture phone or VoIP natively. Continuum integrates through native APIs and MCP only, including Conquest Planning; Focal combines a browser agent with limited APIs. Continuum also includes smart client profiles and Pages, branded interactive client deliverables. Continuum is headquartered in Toronto and starts at CA$79 per seat per month on an annual plan; Focal is based in San Francisco at $100 per seat per month.
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?