Meeting Automation for Financial Advisors

FAQ

Your questions answered

Getting started with Continuum is fast and hassle-free. Most teams are up and running in under 5 minutes. Just connect your email, calendar, and a few basic settings.

Continuum captures system audio directly from your device, so there is no need for a visible bot or external participant to join the call. Audio is processed in real time, and nothing is recorded or stored, so every conversation is private and secure. This allows Continuum to work with any platform without requiring APIs or third-party integrations. Because everything runs locally on your device, the process is discreet, reliable, and fully compliant.

At Continuum, protecting client data is our top priority, even as we use AI to enhance advisor workflows. Continuum never uses client data to train AI models. Our stateless models process information in real time without retaining sensitive data, and we never store audio or video from transcriptions. With continuous monitoring by Drata and regular security audits, Continuum is SOC 2 Type II compliant and hosted on Google Cloud Platform, with AES-256 encryption at rest and TLS 1.2 encryption in transit.

Yes. Continuum supports French as well as English. You can hold client conversations in either language, and Continuum captures and summarizes them in the language the meeting was held in. Continuum is built in Toronto for Canadian advisors, so bilingual practices are a core use case.

Continuum Core is 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 teams is custom. Every plan includes a free 14-day trial.

Continuum integrates through native APIs and MCP only, including Conquest Planning. It connects to Salesforce, Wealthbox, Maximizer, HubSpot, Microsoft Dynamics 365, Equisoft/connect, Laylah, Mako, Zoho, Cloven, Act! and OneBoss, plus your calendar and email. Meeting summaries and tasks push to the matching client record with one click, and contacts stay in sync both ways.

FAQ

Your questions answered

Getting started with Continuum is fast and hassle-free. Most teams are up and running in under 5 minutes. Just connect your email, calendar, and a few basic settings.

Continuum captures system audio directly from your device, so there is no need for a visible bot or external participant to join the call. Audio is processed in real time, and nothing is recorded or stored, so every conversation is private and secure. This allows Continuum to work with any platform without requiring APIs or third-party integrations. Because everything runs locally on your device, the process is discreet, reliable, and fully compliant.

At Continuum, protecting client data is our top priority, even as we use AI to enhance advisor workflows. Continuum never uses client data to train AI models. Our stateless models process information in real time without retaining sensitive data, and we never store audio or video from transcriptions. With continuous monitoring by Drata and regular security audits, Continuum is SOC 2 Type II compliant and hosted on Google Cloud Platform, with AES-256 encryption at rest and TLS 1.2 encryption in transit.

Yes. Continuum supports French as well as English. You can hold client conversations in either language, and Continuum captures and summarizes them in the language the meeting was held in. Continuum is built in Toronto for Canadian advisors, so bilingual practices are a core use case.

Continuum Core is 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 teams is custom. Every plan includes a free 14-day trial.

Continuum integrates through native APIs and MCP only, including Conquest Planning. It connects to Salesforce, Wealthbox, Maximizer, HubSpot, Microsoft Dynamics 365, Equisoft/connect, Laylah, Mako, Zoho, Cloven, Act! and OneBoss, plus your calendar and email. Meeting summaries and tasks push to the matching client record with one click, and contacts stay in sync both ways.

FAQ

Your questions answered

Getting started with Continuum is fast and hassle-free. Most teams are up and running in under 5 minutes. Just connect your email, calendar, and a few basic settings.

Continuum captures system audio directly from your device, so there is no need for a visible bot or external participant to join the call. Audio is processed in real time, and nothing is recorded or stored, so every conversation is private and secure. This allows Continuum to work with any platform without requiring APIs or third-party integrations. Because everything runs locally on your device, the process is discreet, reliable, and fully compliant.

At Continuum, protecting client data is our top priority, even as we use AI to enhance advisor workflows. Continuum never uses client data to train AI models. Our stateless models process information in real time without retaining sensitive data, and we never store audio or video from transcriptions. With continuous monitoring by Drata and regular security audits, Continuum is SOC 2 Type II compliant and hosted on Google Cloud Platform, with AES-256 encryption at rest and TLS 1.2 encryption in transit.

Yes. Continuum supports French as well as English. You can hold client conversations in either language, and Continuum captures and summarizes them in the language the meeting was held in. Continuum is built in Toronto for Canadian advisors, so bilingual practices are a core use case.

Continuum Core is 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 teams is custom. Every plan includes a free 14-day trial.

Continuum integrates through native APIs and MCP only, including Conquest Planning. It connects to Salesforce, Wealthbox, Maximizer, HubSpot, Microsoft Dynamics 365, Equisoft/connect, Laylah, Mako, Zoho, Cloven, Act! and OneBoss, plus your calendar and email. Meeting summaries and tasks push to the matching client record with one click, and contacts stay in sync both ways.

FAQ

Your questions answered

Getting started with Continuum is fast and hassle-free. Most teams are up and running in under 5 minutes. Just connect your email, calendar, and a few basic settings.

Continuum captures system audio directly from your device, so there is no need for a visible bot or external participant to join the call. Audio is processed in real time, and nothing is recorded or stored, so every conversation is private and secure. This allows Continuum to work with any platform without requiring APIs or third-party integrations. Because everything runs locally on your device, the process is discreet, reliable, and fully compliant.

At Continuum, protecting client data is our top priority, even as we use AI to enhance advisor workflows. Continuum never uses client data to train AI models. Our stateless models process information in real time without retaining sensitive data, and we never store audio or video from transcriptions. With continuous monitoring by Drata and regular security audits, Continuum is SOC 2 Type II compliant and hosted on Google Cloud Platform, with AES-256 encryption at rest and TLS 1.2 encryption in transit.

Yes. Continuum supports French as well as English. You can hold client conversations in either language, and Continuum captures and summarizes them in the language the meeting was held in. Continuum is built in Toronto for Canadian advisors, so bilingual practices are a core use case.

Continuum Core is 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 teams is custom. Every plan includes a free 14-day trial.

Continuum integrates through native APIs and MCP only, including Conquest Planning. It connects to Salesforce, Wealthbox, Maximizer, HubSpot, Microsoft Dynamics 365, Equisoft/connect, Laylah, Mako, Zoho, Cloven, Act! and OneBoss, plus your calendar and email. Meeting summaries and tasks push to the matching client record with one click, and contacts stay in sync both ways.

FAQ

Your questions answered

Getting started with Continuum is fast and hassle-free. Most teams are up and running in under 5 minutes. Just connect your email, calendar, and a few basic settings.

Continuum captures system audio directly from your device, so there is no need for a visible bot or external participant to join the call. Audio is processed in real time, and nothing is recorded or stored, so every conversation is private and secure. This allows Continuum to work with any platform without requiring APIs or third-party integrations. Because everything runs locally on your device, the process is discreet, reliable, and fully compliant.

At Continuum, protecting client data is our top priority, even as we use AI to enhance advisor workflows. Continuum never uses client data to train AI models. Our stateless models process information in real time without retaining sensitive data, and we never store audio or video from transcriptions. With continuous monitoring by Drata and regular security audits, Continuum is SOC 2 Type II compliant and hosted on Google Cloud Platform, with AES-256 encryption at rest and TLS 1.2 encryption in transit.

Yes. Continuum supports French as well as English. You can hold client conversations in either language, and Continuum captures and summarizes them in the language the meeting was held in. Continuum is built in Toronto for Canadian advisors, so bilingual practices are a core use case.

Continuum Core is 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 teams is custom. Every plan includes a free 14-day trial.

Continuum integrates through native APIs and MCP only, including Conquest Planning. It connects to Salesforce, Wealthbox, Maximizer, HubSpot, Microsoft Dynamics 365, Equisoft/connect, Laylah, Mako, Zoho, Cloven, Act! and OneBoss, plus your calendar and email. Meeting summaries and tasks push to the matching client record with one click, and contacts stay in sync both ways.