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Your client opens a Page from the link you send. They do not need a Continuum account. This article walks through what they see, so you know what you are putting in front of them.

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Verifying their email

On a Page set to Only invited clients, your client sees A page was shared with you, enters their email address, and clicks Send verification code. They enter the six-digit code from their email and click Verify. The code expires after 10 minutes, and Resend sends a new one. Forwarding the link does not help anyone else in, because only the email addresses you added can verify. A Page set to Anyone with the link skips this step. The verification screen uses your firm’s Brand.
The two verification screens: entering an email address, then entering the six-digit code
To see this the way your client will, send a Page to yourself and open the link on your phone.

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What is on the Page

Depending on what you built, the Page can have:
  • your firm’s Brand
  • a personal message from you
  • a meeting summary or an explanation written for the client
  • interactive charts, tables, or scenarios
  • next steps or checklists
  • documents to download
  • a button to book a meeting
  • a compliance footer
  • the embedded assistant
The Page works on a computer, a tablet, or a phone.

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The embedded assistant

Every Page has an assistant your client can chat with, so they can understand what you sent without emailing you each small question. For example:
  • “What are my next steps?”
  • “What rate of return was assumed?”
  • “Which document do I need to sign?”
  • “What did we decide about RESP contributions?”
  • “Can you summarize the conservative scenario?”
Their questions show up for you in Topics & Insights. See Track engagement.

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What it answers from

  • the content of the Page
  • the documents attached to the Page
  • general definitions an advisor would give, such as the difference between a LIRA and a RRIF

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What it will not do

  • Look anything up online. It is not connected to the internet.
  • See other data. It has no access to your CRM, your other clients, or anything not on the Page.
  • Give investment advice. Asked “Which fund should I buy?” or “Where should I put this inheritance?”, it declines and points your client back to you.
You decide what the assistant can say by deciding what goes on the Page. If it declines a question you want it to answer, add that information to the Page. If your organization has compliance turned on, every Page ends with a footer holding your firm’s compliance information and disclosure text. It is managed separately from the Page content. See Compliance controls.

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Coming back later

Your client can return to the same link. In the same browser, they usually get straight back in. They are asked for a new code after about a day, or on a different device, browser, or private window.

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The All pages list

From any Page, your client can open a list of every Page your firm has shared with them, without finding the old email or entering a new code.
A client clicks All pages, sees the list of shared Pages, and opens another one
1

Open any shared Page

Your client opens a Page link and verifies their email as usual.
2

Click All pages

All pages is at the top left of the Page. It opens a panel called Your pages.
3

Choose a Page

Pages are listed newest first, with the date each was shared. The chosen Page opens straight away, with no new code.
The list shows:
  • every published Page anyone at your firm shared with your client’s email address
  • who shared each Page, when more than one advisor at your firm shared with them
Drafts never appear. Removing a client from a Page under Access takes it off their list. On a phone, All pages opens the list full screen.

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Limitations

  • All pages does not appear on Pages set to Anyone with the link, because those open without a code.
  • All pages does not appear in Preview. To see it, share two Pages with yourself and open the real link.
  • The assistant answers only from the Page and its attachments, and never gives investment advice.