Continuum
Continuum is an AI assistant for Canadian financial advisers. It captures client meetings without a bot joining the call, writes notes and next steps, and syncs them to the adviser's CRM.
It builds client profiles from meetings, email and CRM data, answers questions from past conversations and suggests tasks, and its Pro plan adds branded client pages. Advisers review and approve every AI suggestion. It works across video calls, softphones and in person meetings on mobile.
Advisers at iA, Manulife Wealth, Monarch Wealth and Sterling Mutuals use it. Plans start at C$79 per seat a month. Continuum holds SOC 2 Type II and states that data is stored in Canada. OnePlace Company Inc. operates it from Toronto.
Capability Axes
Capability grades
15 of 15 axes rated · 11 graded A or B
Meetings are captured without a bot, then transcribed, summarized and turned into next steps and client pages, which is model work end to end.
The adviser reviews and approves every AI suggestion before notes sync to the CRM. How a record gets corrected after it syncs isn't described.
Generated notes become the firm's record of what a client agreed, yet no transcription accuracy or summary fidelity figure is published, and the SOC 2 report covers controls rather than model performance.
Advisers at iA, Manulife Wealth and Monarch Wealth use it, but the 90 percent cut in meeting administration isn't tied to any of those firms.
Personal information never trains the models, a rule third party AI providers are held to by contract, and audio is deleted once transcribed. The wording covers personal information, though, rather than all meeting content.
Under the August 3, 2026 privacy policy, Continuum processes meeting content on the firm's behalf, keeps transcripts while the account is active and lists its subprocessors in a trust center.
An independently audited SOC 2 Type II is stated, and a trust center on Drata is linked from the privacy policy.
The pricing page lists Canada's investment regulator, its privacy law and the privacy commissioner as compliance certifications, which signals the rules the product supports even though none of those bodies certifies software.
Transcription can falter on accents and dialects, so the clients the system hears least well may get the weakest records, and accuracy by language isn't published.
The client whose meeting is recorded has no stated way to see or correct the notes, and Continuum publishes no guarantee for a wrong summary.
The models and transcription service behind the notes aren't named on Continuum's own pages.
Salesforce, HubSpot and Microsoft Dynamics appear among the integrations, with custom CRM work for enterprise clients, but the depth of each connection isn't documented.
Data residency in Canada is promised on every plan, while the privacy policy allows processing elsewhere, including the United States.
Core costs C$79 a seat each month and Pro, still in early access, $149, with a 14 day free trial, so a team lead can price a rollout without talking to sales.
Canadian advisers across wealth management, investment dealers and insurance distribution are the market, from single seats to enterprise networks, and nothing is built for other countries.
Alternatives to Continuum
Vendors in the same categories as Continuum whose profiles look most alike, each with a line on what the product does. Similar is not the same: check that each one does the job you need. No vendor pays for placement.
Focal is an AI assistant for financial advisers and insurance producers in the United States and Canada.
Hazel is an AI platform for wealth management firms, offered by the custodian Altruist and sold to advisers wherever they custody.
Vinlivt sells software to German insurance brokers and financial advisers that finds sales opportunities in their existing client base.
ForwardLane sells Signal Studio, a decision intelligence platform that turns a firm's own data into signals, natural language answers and next best actions, each with a full audit trail.
AdvisoryAI automates the paperwork in UK financial advice, from capturing a meeting to drafting the suitability report in the firm's own template.
Knapsack is a private AI workspace for financial advisers and other regulated professionals, made by Knap Inc of San Francisco.
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Pricing
Vendor-published figures are labeled as such. Figures labeled “Estimated” are derived from third-party sources and have not been confirmed by the vendor.
| Entry Price | Pricing Basis | Data Protection Terms | Implementation | Source |
|---|---|---|---|---|
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From C$79 per seat a month (Continuum Core). Continuum Pro C$149 per seat a month. Enterprise quoted.
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Per seat subscription billed monthly or yearly, in three tiers. Core covers botless meeting transcription and summaries, CRM sync, smart client profiles, AI chat, templates and the mobile app. Pro, listed as early access, adds branded interactive client Pages, an embedded client AI assistant and engagement analytics. Enterprise adds custom CRM integrations, an admin panel, a compliance dashboard with audit logs, role based access, onboarding and a deployment engineer. | SOC 2 Type II, audit ready logs, encryption, custom retention policies, firm owned data and Canadian residency are listed on every plan. The compliance dashboard and role based access are Enterprise features. | A 14 day free trial is offered on every plan. No implementation fee is published; Enterprise includes training, onboarding and a deployment engineer. | Vendor Published |
Prices taken from the vendor's own pricing page as of 3 October 2026, in Canadian dollars. Pro is listed as early access, and the page does not say how network agreements for large adviser groups are priced.