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Continuum is the compliant AI system behind Canada’s best advisors, built for financial advisors and professionals across regulated industries. It helps you capture meetings, summarize conversations, and automate follow-ups securely, 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 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.
  • 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: US and Canada data residency options, SOC 2 Type II certification, encryption in-transit, at rest, and at the application layer.
Continuum covers the full arc of a client conversation: it captures the meeting (video call, phone call, or in person), turns it into notes, tasks, and follow-ups, and then helps you send the results as a branded, interactive Page your client can explore and ask questions about, while you see exactly how they engage.

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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, captured directly on your device
  • Any audio playing on your computer, such as a podcast, a webinar, a YouTube video, or a saved client call
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 mobile (iOS and Android)

The Continuum mobile app is designed for advisors on the go. Use it to capture in-person meetings or 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 mobile app to review summaries, check key takeaways, and ask Continuum AI questions about your past meetings anytime, anywhere.
Download Continuum in the App Store (iOS) or Google Play (Android)

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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.

Capture your first meeting

Press Capture on any platform, such as Zoom, Teams, or in person, and get your summary in minutes.

Learn about Continuum AI

See how it helps you prepare, capture, and follow up on every conversation.

Impress clients with Pages

Replace PDFs with an interactive page and see what your clients engage with.