Continuum

Continuum is an AI meeting and client-intelligence application built for Canadian financial advisors, from independent practices to national dealer networks. It is used by advisors at dealers such as Sterling Mutuals and Carte Financial, and keeps client data resident in Canada.

The desktop app captures meetings without a bot joining the call, records client consent before transcription, and produces summaries, suggested tasks and follow-up emails that sync two ways with the advisor's CRM. It builds client profiles that update with each interaction, offers a chat assistant over past meetings and messages, and supports custom summary templates and a mobile app for phone and in-person meetings. A higher tier adds Pages, branded interactive web deliverables built from meetings and documents.

Continuum is headquartered in Toronto and reports SOC 2 Type II certification. Plans start at CAD $79 per seat per month.