Introducing Pages
Create beautiful, interactive client pages with AI
When to use it
Built for every client deliverable
Pages replaces the follow-up email, the PDF attachment, the static recap—anything you'd send a client after a conversation, now in one branded, interactive experience.
Proposal
Proposals & onboarding
Win the client with a proposal that outclasses every other advisor they're weighing.
Client reviews
Statement reviews
Turn a quarterly statement into a clear, interactive story: performance, context, and what it actually means for their financial life.
Comparison
Insurance comparisons
Side-by-side quotes and analysis—in one page a client can actually understand.
Planning
Financial planning
The full plan with scenarios and projections as interactive charts, not a 40-page PDF nobody reads.
+ Anything you can imagine
Easy to Create
Seconds to build. Unmistakably yours.
Continuum builds an interactive, secure Page from any data source—meeting transcripts, templates, or documents.
Meeting summary, key takeaways, and next steps ready to share in seconds
Your logo, colours, and firm name, auto-extracted from your website or brand guidelines.
Describe any change in natural language, and Continuum updates the Page.
INTERACTIVE DELIVERABLES
Documents that come alive
Continuum turns your static documents into interactive visuals — built on templates that match how your practice works.
Static PDFs become interactive charts, tables, and highlights
Build a template for every type of deliverable, so every client touchpoint stays consistent.
CRAFTED FOR YOUR CLIENTS
An experience worth coming back to
Pages aren't sent and forgotten. Clients return to revisit the summary, explore interactive charts, download documents, and ask the embedded AI follow-up questions on demand.
Every Page is restricted to the client's verified email, with every view logged
Clients get instant answers from an embedded AI, grounded in their meeting and your documents
Fully responsive on any device, so clients can engage from their phone, tablet, or desktop
ANALYTICS
Finally know what happens after you hit send
Pages gives you a real read on how every client engages. So you can follow up at the right moment, with the right context.
Track every interaction
Views, time spent, documents downloaded, AI conversations — every signal captured automatically, no setup required.
Spot patterns across clients
Aggregate analytics across all your Pages, so you can see what's resonating and use AI to spot trends and flag opportunities.
Real-time engagement signals
Get notified the moment a prospect opens their proposal or a client revisits their plan. Reach out while the context is still warm.
FAQ
What advisors ask about Pages
How is a Page different from sending a PDF or follow-up email?
Will it look like Continuum, or like my firm?
Is it compliant with Canadian regulations?
Can clients access a Page without an account?
How much work is it to create a Page?
Can I send a Page without a meeting?
