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Alex Dashefsky
How Much Does Continuum Cost? Pricing Explained for Canadian Advisors
Continuum Core is CA$79 per seat per month on an annual plan. Here is what each plan includes, how seats work, and what the free trial covers.
Continuum Core costs CA$79 per seat per month on an annual plan, or CA$89 per seat per month billed monthly. Continuum Pro, which adds branded interactive client Pages, starts at CA$149 per seat per month. Enterprise pricing for dealer networks and larger firms is custom. Every plan includes a free 14-day trial, and all prices are in Canadian dollars.
What Continuum Core includes
Core is the full meeting intelligence platform for an advisory team: botless meeting capture across Zoom, Teams, Meet, phone, VoIP and in-person meetings; AI summaries, tasks and follow-up emails; two-way CRM sync through native APIs and MCP only, including Conquest Planning; smart client profiles with trending topics; the Ask Continuum AI assistant; customizable meeting templates; the mobile app for calls and in-person meetings; Canadian data residency; and compliance with CIRO, IIROC, PIPEDA and OPC expectations.
What Continuum Pro adds
Pro includes everything in Core plus Pages: branded, interactive client deliverables created from meetings, documents and client data. Pages adds auto-applied firm branding, natural-language editing, AI-extracted charts and tables from your documents, an embedded AI assistant for clients, verified private client access, page engagement analytics and custom Page templates.
What Enterprise adds
Enterprise is for dealer networks and firms that need a deeply integrated deployment: custom CRM integrations and routing, a dedicated admin panel, a compliance dashboard with audit logs, role-based access and security, white-glove support, in-person training and onboarding, and a dedicated deployment engineer. Contact us for a quote.
How seats and billing work
Pricing is per seat. Each advisor who captures meetings needs a seat. Yearly billing gives the lower per-month rate. Preferred pricing is available to advisors at partner dealer networks; check with your dealer or ask us.
Is there a free trial?
Yes. Every plan includes a free 14-day trial. Most teams are up and running in under five minutes: connect your email and calendar, choose a few settings, and capture your first meeting.
Alex Dashefsky
Alex Dashefsky is COO and co-founder of Continuum.