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Continuum is your AI-powered client interaction hub — built specifically for financial advisors and professionals across financial services and regulated industries. It helps you capture meetings, summarize conversations, and automate follow-ups securely — all while meeting the compliance and data-residency standards required in wealth management, insurance, and advisory practices. Unlike traditional AI note-takers that join your meetings as third-party “bots,” Continuum runs directly on your device — no bots, no links to share, and no extra participants visible to clients. You simply press Capture to start transcribing a meeting, and Continuum handles the rest. This approach gives you:
  • Full control — transcribe any client interaction (Teams, Zoom, RingCentral, Dialpad, or in-person) with one click. Start and stop the transcription anytime for off-the-record moments.
  • True privacy — nothing joins your meetings or listens in from the cloud.
  • Purpose-built compliance — designed for the workflows, PII protection, and retention policies of regulated firms.
  • Enterprise-grade security — with both US & Canada data residency options, SOC 2 Type II certification, encryption in-transit, at rest, and at the application layer.
Continuum isn’t just a note-taker — it’s the foundation for how modern advisors document client conversations, stay compliant, and deliver a more personal client experience at scale.

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On Windows and Mac Laptops

You can use the Continuum desktop app to securely capture and summarize:
  • Meetings on any platform with no integrations required — Zoom, Microsoft Teams, Google Meet, Ring Central, Zoom Phone, Dialpad or any other calling or conferencing software you use
  • In-person meetings using your computer’s microphone
  • Voice memos or quick personal notes to yourself recorded directly on your device
  • Any audio playing on your computer, such as a podcast, webinar, YouTube video, or client call recording
Continuum runs locally on your device, ensuring full privacy and compliance while transcribing and summarizing any audio format you interact with clients or colleagues through.

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On iPhone and iPad (iOS)

The Continuum iOS app is designed for advisors on the go — perfect for capturing in-person meetings or recording voice memos right after a meeting or when you’re away from your desk. You can use the mobile app to transcribe and summarize microphone audio, such as:
  • In-person client meetings or reviews
  • Quick voice notes after a meeting — to capture more detailed next steps, to-dos, or compliance notes while details are still fresh
  • Follow-up reflections to revisit later or share with your team
You can also use the iPhone and iPad app to review summaries, check key takeaways, and ask Continuum AI questions about your past meetings anytime, anywhere.

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How Continuum Works

Continuum is a desktop app
  • Meetings → Notes → Insights
  • Clients → Profiles → Summaries
  • AI → Suggestions → Tasks

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What you’ll find in these docs

Set up & Get started

We’ll help you get started, connect your calendar, and capture your first meeting.

Record your first meeting

We’ll help you get started, connect your calendar, and capture your first meeting.

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