Pricing
Simple, transparent pricing
We believe Continuum should be accessible to all advisors, from independents to large enterprise.
Yearly
Monthly
Continuum Core
$79 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 with summaries, tasks & two-way CRM sync
Smart client profiles & AI trending topics
“Ask Continuum” AI chat
Customizable meeting templates
Mobile app for phone calls and in-person meetings
Canadian data residency
CIRO, IIROC, PIPEDA, & OPC Compliant
Interactive client deliverables
Client-side AI chat
Engagement analytics
Continuum Pro
Early Access
$149 CAD
/month/seat
Designed for advisors who want to deliver a premium, branded client experience. Built on everything in Core, plus interactive Pages.
Free 14-day trial
Key Features
Includes everything in our Core plan, plus:
Branded, interactive client Pages
Auto-applied firm branding
Natural language Page editing
AI-extracted charts & tables from your documents
Embedded AI assistant for clients
Verified, private client access
Page engagement analytics
Custom Page templates
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 Pro 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
$79 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 with summaries, tasks & two-way CRM sync
Smart client profiles & AI trending topics
“Ask Continuum” AI chat
Customizable meeting templates
Mobile app for phone calls and in-person meetings
Canadian data residency
CIRO, IIROC, PIPEDA, & OPC Compliant
Interactive client deliverables
Client-side AI chat
Engagement analytics
Continuum Pro
Early Access
$149 CAD
/month/seat
Designed for advisors who want to deliver a premium, branded client experience. Built on everything in Core, plus interactive Pages.
Free 14-day trial
Key Features
Includes everything in our Core plan, plus:
Branded, interactive client Pages
Auto-applied firm branding
Natural language Page editing
AI-extracted charts & tables from your documents
Embedded AI assistant for clients
Verified, private client access
Page engagement analytics
Custom Page templates
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 Pro 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
$79 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 with summaries, tasks & two-way CRM sync
Smart client profiles & AI trending topics
“Ask Continuum” AI chat
Customizable meeting templates
Mobile app for phone calls and in-person meetings
Canadian data residency
CIRO, IIROC, PIPEDA, & OPC Compliant
Interactive client deliverables
Client-side AI chat
Engagement analytics
Continuum Pro
Early Access
$149 CAD
/month/seat
Designed for advisors who want to deliver a premium, branded client experience. Built on everything in Core, plus interactive Pages.
Free 14-day trial
Key Features
Includes everything in our Core plan, plus:
Branded, interactive client Pages
Auto-applied firm branding
Natural language Page editing
AI-extracted charts & tables from your documents
Embedded AI assistant for clients
Verified, private client access
Page engagement analytics
Custom Page templates
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 Pro 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
$79 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 with summaries, tasks & two-way CRM sync
Smart client profiles & AI trending topics
“Ask Continuum” AI chat
Customizable meeting templates
Mobile app for phone calls and in-person meetings
Canadian data residency
CIRO, IIROC, PIPEDA, & OPC Compliant
Interactive client deliverables
Client-side AI chat
Engagement analytics
Continuum Pro
Early Access
$149 CAD
/month/seat
Designed for advisors who want to deliver a premium, branded client experience. Built on everything in Core, plus interactive Pages.
Free 14-day trial
Key Features
Includes everything in our Core plan, plus:
Branded, interactive client Pages
Auto-applied firm branding
Natural language Page editing
AI-extracted charts & tables from your documents
Embedded AI assistant for clients
Verified, private client access
Page engagement analytics
Custom Page templates
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 Pro 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
Compare our plans
Botless Meeting Intelligence
Botless Meeting Intelligence
Botless meeting transcription
Botless meeting transcription
Botless meeting transcription
Advisor-controlled start & stop
Advisor-controlled start & stop
Advisor-controlled start & stop
Universal meeting platform support
Universal meeting platform support
Universal meeting platform support
Unlimited meetings per seat
Unlimited meetings per seat
Unlimited meetings per seat
No meeting audio recordings
No meeting audio recordings
No meeting audio recordings
Advanced meeting summaries
Advanced meeting summaries
Advanced meeting summaries
"Ask Continuum" AI
"Ask Continuum" AI
"Ask Continuum" AI
AI-generated tasks
AI-generated tasks
AI-generated tasks
Instant follow-up emails
Instant follow-up emails
Instant follow-up emails
Customizable meeting templates
Customizable meeting templates
Customizable meeting templates
Client interaction timelines
Client interaction timelines
Client interaction timelines
Push summaries & tasks to CRM
Push summaries & tasks to CRM
Push summaries & tasks to CRM
CRM contact matching
CRM contact matching
CRM contact matching
AI agenda creation
AI agenda creation
AI agenda creation
Collaboration features
Collaboration features
Collaboration features
Email & calendar sync
Email & calendar sync
Email & calendar sync
Smart meeting alerts
Smart meeting alerts
Smart meeting alerts
Native iOS & Android mobile app
Native iOS & Android mobile app
Native iOS & Android mobile app
Intelligent Client Profiles
Intelligent Client Profiles
Activity timeline
Activity timeline
Activity timeline
"Ask Continuum" Client Chat
"Ask Continuum" Client Chat
"Ask Continuum" Client Chat
Trending Client Topics
Trending Client Topics
Trending Client Topics
Two-way CRM sync
Two-way CRM sync
Two-way CRM sync
Households
Households
Households
AI, Personalization, & Memory
AI, Personalization, & Memory
Global platform smart search
Global platform smart search
Global platform smart search
Custom AI prompts for templates
Custom AI prompts for templates
Custom AI prompts for templates
Compliance
SOC II Type II
SOC II Type II
SOC II Type II
Audit-ready notes and trail logs
Audit-ready notes and trail logs
Audit-ready notes and trail logs
End-to-end encryption
End-to-end encryption
End-to-end encryption
Custom transcript retention policies
Custom transcript retention policies
Custom transcript retention policies
Firm-owned client data
Firm-owned client data
Firm-owned client data
Canadian data residency
Canadian data residency
Canadian data residency
CIRO, IIROC, PIPEDA, & OPC Compliant
CIRO, IIROC, PIPEDA, & OPC Compliant
CIRO, IIROC, PIPEDA, & OPC Compliant
Pages
Branded, interactive client Pages
Branded, interactive client Pages
Branded, interactive client Pages
Auto-applied firm branding
Auto-applied firm branding
Auto-applied firm branding
Natural language Page editing
Natural language Page editing
Natural language Page editing
AI-extracted charts &
tables from documents
AI-extracted charts & tables from documents
Embedded AI assistant
for clients
Embedded AI assistant for clients
Verified, private client access
Verified, private client access
Verified, private client access
Page engagement analytics
Page engagement analytics
Page engagement analytics
Custom Page templates
Custom Page templates
Custom Page templates
Enterprise
Custom CRM integrations
Custom CRM integrations
Custom CRM integrations
Custom CRM routing
Custom CRM routing
Custom CRM routing
Dedicated Admin panel
Dedicated Admin panel
Dedicated Admin panel
Compliance dashboard & audit logs
Compliance dashboard & audit logs
Compliance dashboard & audit logs
Role based access and security
Role based access and security
Role based access and security
12/7 whiteglove support
12/7 whiteglove support
12/7 whiteglove support
In-person training and onboarding program
In-person training and onboarding program
In-person training and onboarding program
Dedicated deployment engineer
Dedicated deployment engineer
Dedicated deployment engineer
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.
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 us
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 us
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 us
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 us
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 us
Our team is here to support your next move
Whether you're exploring options or ready to dive in, we're happy to connect.
Comparisons
Continuum © 2026. All rights reserved.
Comparisons
Continuum © 2026. All rights reserved.
Comparisons
Continuum © 2026. All rights reserved.
Comparisons
Continuum © 2026. All rights reserved.