PROTECT CLIENT DATA WITH CONFIDENCE

Enterprise-grade security you can trust

Continuum was built from day one with security at the core, so you can trust that every interaction is fully protected.

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APPROACH

We care about AI safety

Continuum uses AI to help advisors work faster and smarter — not to replace their expertise. Our human-in-the-loop approach ensures every AI suggestion is reviewed, approved, and fully controlled by the advisor.

All data is securely anonymized, and every action is logged for full transparency. It’s smarter, safer AI designed for the way advisors work.

SECURITY YOU CAN COUNT ON

Fully compliant with the highest industry standards

All data is encrypted, monitored, and audit-ready. AI features follow strict privacy protocols no PII is stored or used to train any models.

SOC2 Type ll

Independently audited SOC 2 Type II certification.

SOC2 Type ll

Independently audited SOC 2 Type II certification.

SOC2 Type ll

Independently audited SOC 2 Type II certification.

SOC2 Type ll

Independently audited SOC 2 Type II certification.

Bank-grade security

Multi-layered encryption, real-time threat monitoring, and strict access controls protect sensitive client data.

Bank-grade security

Multi-layered encryption, real-time threat monitoring, and strict access controls protect sensitive client data.

Bank-grade security

Multi-layered encryption, real-time threat monitoring, and strict access controls protect sensitive client data.

Bank-grade security

Multi-layered encryption, real-time threat monitoring, and strict access controls protect sensitive client data.

Built for compliance

Every client interaction is logged, structured, and audit-ready for regulatory compliance. All data is stored in the U.S., meeting strict financial and privacy regulations.

Built for compliance

Every client interaction is logged, structured, and audit-ready for regulatory compliance. All data is stored in the U.S., meeting strict financial and privacy regulations.

Built for compliance

Every client interaction is logged, structured, and audit-ready for regulatory compliance. All data is stored in the U.S., meeting strict financial and privacy regulations.

Built for compliance

Every client interaction is logged, structured, and audit-ready for regulatory compliance. All data is stored in the U.S., meeting strict financial and privacy regulations.

Continuous threat monitoring

24/7 automated threat detection identifies and mitigates risks before they become threats.

Continuous threat monitoring

24/7 automated threat detection identifies and mitigates risks before they become threats.

Continuous threat monitoring

24/7 automated threat detection identifies and mitigates risks before they become threats.

Continuous threat monitoring

24/7 automated threat detection identifies and mitigates risks before they become threats.

End-to-end encryption

MFA & AES-256 encryption in transit and at rest safeguards all data from unauthorized access.

End-to-end encryption

MFA & AES-256 encryption in transit and at rest safeguards all data from unauthorized access.

End-to-end encryption

MFA & AES-256 encryption in transit and at rest safeguards all data from unauthorized access.

End-to-end encryption

MFA & AES-256 encryption in transit and at rest safeguards all data from unauthorized access.

Disaster recovery & redundancy

Automated backups and failover protection ensure uninterrupted access to critical client data.