Pricing

Pricing

Simple, transparent pricing

We believe Continuum should be accessible to all companies, no matter the size.

Continuum Core

$60

$60

/month/seat

Designed for advisory teams who want to streamline meetings with intelligent client insights and relationship memory.


Designed for advisory teams who want to streamline meetings with intelligent client insights and relationship memory.


Free 14-day trial

Key Features

Botless meeting transcription

AI-powered summaries & tasks

Client profiles with AI relationship memory

“Ask” AI Chat

Two-way CRM sync

Customizable meeting templates

Mobile app

Continuum Complete

Popular

Popular

$100

$100

/month/seat

Designed for firms that want a fully unified client communication hub: texting, meetings, and emails in one compliant, AI-powered workspace.

Designed for firms that want a fully unified client communication hub: texting, meetings, and emails in one compliant, AI-powered workspace.

Free 14-day trial

Key Features

Includes everything in our Core plan, plus:

Compliant 1:1 & group texting

Collaborative team inbox

Texting templates & scheduled messages

Multi-media and emojis

Multichannel client timeline

A2P 10DLC registration

AI memory integration for texting

Archiving, exportable & audit-ready

Continuum Enterprise

Contact Us for Pricing

Free 14-day trial

Key Features

Includes everything in our Complete plan, plus:

Custom CRM integrations

Custom CRM routing

Dedicated Admin panel

Custom compliance dashboard

Role based access and security

12/7 Whiteglove Support

In-person training and onboarding program

Dedicated deployment engineer

Comparison

Comparison

Compare our plans and find yours

Simple, transparent pricing that grows with you.

Botless Meeting Intelligence

Botless Meeting Intelligence

Botless meeting transcription

Botless meeting transcription

Advisor-controlled start & stop

Advisor-controlled start & stop

Universal meeting platform support

Universal meeting platform support

Unlimited meetings per seat

Unlimited meetings per seat

No call recordings required

No call recordings required

Advanced meeting summaries

Advanced meeting summaries

“Ask” AI Meeting Chat

“Ask” AI Meeting Chat

AI-generated tasks

AI-generated tasks

Instant follow-up emails

Instant follow-up emails

Customizable meeting templates

Customizable meeting templates

Memories linked to client profile

Memories linked to client profile

Push summaries & tasks to CRM

Push summaries & tasks to CRM

CRM contact matching

CRM contact matching

AI agenda creation

AI agenda creation

Collaboration features

Collaboration features

Email & calendar sync

Email & calendar sync

Smart meeting alerts

Smart meeting alerts

Native iOS + Android mobile app

Native iOS + Android mobile app

Intelligent Client Profiles

Intelligent Client Profiles

Activity timeline

Activity timeline

“Ask” AI Client Chat

“Ask” AI Client Chat

Trending Client Topics

Trending Client Topics

Two-way CRM sync

Two-way CRM sync

Households

Households

AI, Personalization, & Memory

AI, Personalization, & Memory

Memory recall

Memory recall

Sourced client insights

Sourced client insights

Global platform smart search

Global platform smart search

Custom AI prompts for templates

Custom AI prompts for templates

Continuum Agent

Continuum Agent

Compliant Texting

Instant business number

Instant business number

One-on-one texting

One-on-one texting

Group texting

Group texting

Collaborative team inbox

Collaborative team inbox

Internal comments & tagging

Internal comments & tagging

Texting templates

Texting templates

Scheduled messages

Scheduled messages

Emojis

Emojis

Media Messages

Media Messages

A2P 10DLC Whiteglove Registration

A2P 10DLC Whiteglove Registration

Compliance

SOC II Type II

SOC II Type II

Audit-ready notes and trail logs

Audit-ready notes and trail logs

End-to-end encryption

End-to-end encryption

Custom transcript retention policies

Custom transcript retention policies

A2P 10DLC–registered texting

A2P 10DLC–registered texting

Firm-owned client data

Firm-owned client data

US/CAN data residency

US/CAN data residency

Continuum Core

Core

Meetings, Emails

Meetings,

Emails

Meetings, Emails

Meetings,

Emails

Meetings, Emails

Meetings,

Emails

Continuum Complete

Complete

Meetings, Emails, Texting

Meetings,

Emails,

Texting

Meetings, Emails, Texting

Meetings,

Emails,

Texting

Meetings, Emails, Texting

Meetings,

Emails,

Texting

Coming soon

Coming

soon

Included

Included

FAQ

Your questions answered

How long does it take to get started?

How do you transcribe meetings without a bot?

How does AI impact the security of my client data?

How can I text clients compliantly?

How does AI impact the security of my client data?

FAQ

Your questions answered

How long does it take to get started?

How do you transcribe meetings without a bot?

How does AI impact the security of my client data?

How can I text clients compliantly?

How does AI impact the security of my client data?

FAQ

Your questions answered

How long does it take to get started?

How do you transcribe meetings without a bot?

How does AI impact the security of my client data?

How can I text clients compliantly?

How does AI impact the security of my client data?

FAQ

Your questions answered

How long does it take to get started?

How do you transcribe meetings without a bot?

How does AI impact the security of my client data?

How can I text clients compliantly?

How does AI impact the security of my client data?

FAQ

Your questions answered

How long does it take to get started?

How do you transcribe meetings without a bot?

How does AI impact the security of my client data?

How can I text clients compliantly?

How does AI impact the security of my client data?

contact

Our team is here to support your next move

Whether you're exploring options or ready to dive in, we're happy to connect.

contact

Our team is here to support your next move

Whether you're exploring options or ready to dive in, we're happy to connect.

contact

Our team is here to support your next move

Whether you're exploring options or ready to dive in, we're happy to connect.

contact

Our team is here to support your next move

Whether you're exploring options or ready to dive in, we're happy to connect.

contact

Our team is here to support your next move

Whether you're exploring options or ready to dive in, we're happy to connect.