How Pages are different from an email attachment
An email with an attachment can send information, but it does not give your client much context. They have to open the file, understand what matters, remember what you discussed, and come back to you with questions. A Page packages the same information into a guided client experience. Continuum can turn meeting notes, plans, statements, or proposals into sections your client can scan, charts they can explore, next steps they can act on, and documents they can download when they need the original file. Pages also give you visibility after you send. You can see whether your client opened the Page, what they downloaded, and whether they asked the assistant a question.Documents can become the Page or be attached to it
Pages can work with documents in two different ways. A document can become part of the Page. Upload a financial plan, statement, proposal, or illustration and ask Continuum to pull out the important information. The Page can turn that content into summaries, charts, tables, highlights, or next steps. A document can be attached to the Page. The original PDF, plan, agreement, or illustration can stay available as a downloadable file your client can save locally. The same file can do both jobs. For example, you can ask Continuum to summarize the key projections from a financial plan in the Page, while also attaching the full PDF for download.
When to create a Page
Pages work best when there is something for your client to review, act on, or come back to. After a discovery meeting with a prospect. Send a recap of their goals, the next steps you discussed, and any introductory documents or proposals. It is a polished way to continue the conversation after the meeting. After a financial plan review. Summarize the key takeaways, attach the updated plan, and give your client one place to revisit the assumptions, charts, and next steps. After a client meeting with action items. Annual reviews, insurance discussions, estate planning conversations, and onboarding calls are good candidates when your client needs a clear record of what happens next. When you are sending documents that need context. Instead of sending a bare PDF, wrap it in a Page with a personal message explaining what it is, why it matters, and what your client should do next. For proactive outreach without a meeting. You can create a Page from scratch to send a quarterly update, package onboarding materials, explain a planning idea, or share a proposal with a prospect. You do not need to create a Page after every single interaction. Quick check-in calls, brief admin updates, or anything that does not need a structured client-facing follow-up may be better as a normal email. Use a Page when the client would benefit from something more complete and easier to revisit.What your client can do with a Page
When your client opens a Page, they can:- Review your message, summary, charts, tables, and next steps
- Download any attached documents
- Use interactive elements you included, such as charts, calculators, or scenario views
- Ask the embedded assistant questions about the Page and its attached documents
- Return to the same Page later from the secure link
Pages are available on Continuum Pro. Creating, editing, publishing, and tracking Pages require Pages access, but Pages you have already sent remain available to the clients who are allowed to open them.
Where to go next
Create your first Page
Rehearse the full client experience by sending a Page to yourself first.
Page templates
Save structures you like and reuse them for recurring client deliverables.
Editing a Page with AI
Change the tone, add sections, restructure content, or update charts.
Sending, client access and team access
Publish a Page, manage who can open it, and control team access.
Pages is available on the Continuum Pro plan. During early access, pricing is locked at the early access rate for 12 months. For questions or feedback, reach out to your Continuum contact or email support@oncontinuum.com.