Pricing
Pricing
Simple, transparent pricing
We believe Continuum should be accessible to all advisors, from independents to large enterprise.
Yearly
Monthly
Continuum Core
Intro Offer
$149 CAD
/month/seat
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-generated, compliant summaries & tasks
Smart client profiles & AI trending topics
“Ask Continuum” AI chat
Two-way CRM sync
Customizable meeting templates
Mobile app
CIRO-compliant Canadian data residency
Client sentiment & advisor coaching (Q2-26)
Continuum Enterprise
Contact Us
Designed for enterprise teams who value a deeply integrated, custom solution for their advisor teams.
Free 14-day trial
Key Features
Includes everything in our Core plan, plus:
Custom CRM integrations
Custom CRM routing
Dedicated Admin panel
Compliance dashboard & audit logs
Role based access and security
12/7 whiteglove support
In-person training and onboarding program
Dedicated deployment engineer
Yearly
Monthly
Continuum Core
Intro Offer
$149 CAD
/month/seat
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-generated, compliant summaries & tasks
Smart client profiles & AI trending topics
“Ask Continuum” AI chat
Two-way CRM sync
Customizable meeting templates
Mobile app
CIRO-compliant Canadian data residency
Client sentiment & advisor coaching (Q2-26)
Continuum Enterprise
Contact Us
Designed for enterprise teams who value a deeply integrated, custom solution for their advisor teams.
Free 14-day trial
Key Features
Includes everything in our Core plan, plus:
Custom CRM integrations
Custom CRM routing
Dedicated Admin panel
Compliance dashboard & audit logs
Role based access and security
12/7 whiteglove support
In-person training and onboarding program
Dedicated deployment engineer
Yearly
Monthly
Continuum Core
Intro Offer
$149 CAD
/month/seat
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-generated, compliant summaries & tasks
Smart client profiles & AI trending topics
“Ask Continuum” AI chat
Two-way CRM sync
Customizable meeting templates
Mobile app
CIRO-compliant Canadian data residency
Client sentiment & advisor coaching (Q2-26)
Continuum Enterprise
Contact Us
Designed for enterprise teams who value a deeply integrated, custom solution for their advisor teams.
Free 14-day trial
Key Features
Includes everything in our Core plan, plus:
Custom CRM integrations
Custom CRM routing
Dedicated Admin panel
Compliance dashboard & audit logs
Role based access and security
12/7 whiteglove support
In-person training and onboarding program
Dedicated deployment engineer
Comparison
Comparison
Compare our plans
Simple transparent pricing
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 meeting recordings
No meeting recordings
Advanced meeting summaries
Advanced meeting summaries
"Ask Continuum" AI
"Ask Continuum" AI
AI-generated tasks
AI-generated tasks
Instant follow-up emails
Instant follow-up emails
Customizable meeting templates
Customizable meeting templates
Client interaction timelines
Client interaction timelines
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 mobile app (Android coming soon)
Intelligent Client Profiles
Intelligent Client Profiles
Activity timeline
Activity timeline
"Ask Continuum" Client Chat
"Ask Continuum" Client Chat
Trending Client Topics
Trending Client Topics
Two-way CRM sync
Two-way CRM sync
Households
Households
AI, Personalization, & Memory
AI, Personalization, & Memory
Global platform smart search
Global platform smart search
Custom AI prompts for templates
Custom AI prompts for templates
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
Enterprise
Custom CRM integrations
Custom CRM integrations
Custom CRM routing
Custom CRM routing
Dedicated Admin panel
Dedicated Admin panel
Compliance dashboard & audit logs
Compliance dashboard & audit logs
Role based access and security
Role based access and security
12/7 whiteglove support
12/7 whiteglove support
In-person training and onboarding program
In-person training and onboarding program
Dedicated deployment engineer
Dedicated deployment engineer
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 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 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 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 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 does AI impact the security of my client data?
Ready to scale your practice with AI?
Discover how Continuum helps you work smarter, retain more clients, and deliver exceptional service at scale.
Ready to scale your practice with AI?
Discover how Continuum helps you work smarter, retain more clients, and deliver exceptional service at scale.
Ready to scale your practice with AI?
Discover how Continuum helps you work smarter, retain more clients, and deliver exceptional service at scale.
Ready to scale your practice with AI?
Discover how Continuum helps you work smarter, retain more clients, and deliver exceptional service at scale.
Ready to scale your practice with AI?
Discover how Continuum helps you work smarter, retain more clients, and deliver exceptional service at scale.
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.