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Pages are client-facing deliverables, so compliance matters before anything is sent. Continuum is designed so an advisor reviews the Page, publishes it, and sends the email themselves. Nothing is generated and sent in one step. This page explains the Page-specific controls that matter most to advisors, admins, and compliance reviewers.

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Human review before sending

Continuum can generate and change a Page through the AI chat, but the advisor stays in control of the final deliverable. Before a client can open a Page:
  1. The Page is created as a Draft
  2. The advisor reviews the content and asks the AI chat for any needed changes
  3. The advisor clicks Publish
  4. The advisor clicks Share and generates or copies the email/link
  5. The advisor sends the email from their own email account
The client does not receive anything automatically when a Page is generated.
Review every Page before publishing, especially numbers, assumptions, client names, recommendations, documents, and disclosure-sensitive language.

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Verified client access

Page access is tied to named clients, not to an open public link. When a client opens the Page link, they verify their email address with a six-digit code. This confirms they are one of the clients allowed to access that Page. Forwarding the link does not grant access to someone else. The person opening the link still needs to verify as an allowed client. This gives you a clearer record of who opened the Page and when, which is important when reviewing client communication after the fact. If compliance is enabled for your organization, Continuum displays a disclosure footer on Pages. The footer can include:
  • Company name
  • Company logo
  • Dealer branding, if enabled
  • Dealer name
  • Dealer logo
  • Regulatory disclosure text
The footer is managed separately from the Page’s generated content. Advisors use the AI chat to refine Page content, while admins manage the compliance disclosure settings.
In Canadian organizations, the UI uses dealer-oriented terminology such as Dealer. Your firm’s internal language may also refer to an MGA, depending on your structure.
Organization admins can manage the footer from Settings > Compliance.

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Open Settings > Compliance

Go to Settings, then open Compliance.

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Enable compliance

Turn on Enable compliance to display your firm’s branding and regulatory disclosure footer on Pages.

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Add company branding

Add the company name and company logo that should appear in the footer.

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Add dealer branding if needed

Turn on Show dealer branding if your Page footer should include dealer information. Add the dealer name and logo.

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Add disclosure text

Enter the regulatory disclosure text that should appear at the bottom of every Page.

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Review the preview and save

Use the footer preview to confirm how it will appear, then click Save. The Compliance page also shows who last edited the settings and when. If the settings have not been edited, Continuum shows that the organization is using the default compliance settings.

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Who can edit compliance settings

Only organization admins can edit compliance settings. Non-admin users can see the Compliance page in read-only mode when it is available to them, but they cannot change the footer. If your firm manages compliance centrally, individual organizations may not be able to override the disclosure settings. In that setup, the relevant compliance controls may be managed by the firm rather than by each organization.

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The AI and disclosure content

Treat the compliance footer as separate from the AI-generated Page content. The Page AI chat is for the client-facing message, summary, charts, documents, and next steps. The disclosure footer is controlled through Settings > Compliance by an admin. An advisor should not rely on Page editing prompts to add, remove, or alter required disclosure language. Manage required disclosure language from the Compliance settings instead.

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Updating disclosure settings after Pages are published

If compliance settings change after Pages have already been published, review any affected Pages before updating the published version. Pages can show unpublished changes when settings or content have changed since the last published version. Open the Page, review it, and click Update page when you want the published version to reflect the change.

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Telling clients the advisor can see their questions

When a client chats with the Page assistant, those questions are visible to you in Topics & Insights. Continuum does not automatically tell the client this today, so if your firm wants clients to know, disclose it yourself. Two ways to do it:
  • In the disclosure footer — add a line to your compliance disclosure text in Settings > Compliance (for example, “Questions you ask the assistant on this page may be visible to your advisor.”).
  • On the Page — ask the AI chat to add a short note near the assistant.
Many advisors frame it as a benefit: any question the client asks is something you can help with, so they don’t have to send a separate email to get an answer.
An optional in-chat notice for clients is something the team is exploring. Until then, the disclosure footer is the most reliable place to add this.

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Compliance FAQ

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Who can open a Page?

Only the clients listed on the Page can open it. They verify access with a six-digit email code. No. Forwarding the link does not add someone to the Page. Access is controlled by the clients listed on the Page.

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Is there an access record?

Yes. Continuum tracks Page engagement, including opens and activity, so you can review who engaged with the Page and when. If compliance is enabled for the organization, the footer is part of the Page experience. Admins manage it from Settings > Compliance.

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Can the AI change the disclosure?

The AI chat changes Page content. Required disclosure text should be managed in Settings > Compliance, not through Page editing prompts.

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Where is client data held?

Data residency and retention can depend on your organization’s configuration and agreement with Continuum. If you need a formal answer for a compliance review, contact your Continuum representative or support team.

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Is client data used to train models?

No. The documents and information you attach to a Page are not used to train Continuum’s models or the underlying AI models. Your client data stays your data. If your compliance officer needs formal, contract-level language for a review, contact your Continuum representative or support team for the current approved wording for your organization.

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Why isn’t the Page connected to my CRM?

This is by design. The Page assistant can only reference what you put on the Page, so a client can never use it to pull information from your CRM or other records. It keeps you in control of exactly what the client-facing assistant can see. Learn more in The embedded assistant.