AdvisorShelf / AI tools / Continuum

AI tools

Continuum

AI meeting notes with relationship memory, built in Toronto for Canadian advisors.

Made by Continuum Visit Continuum's website

Starting priceFrom CAD 79/seat/month

Checked on the vendor's site · Oct 13

Price on their own siteYes

Firm sizeSolo advisor, Small team (2 to 5), Growing firm (6 to 20), Large firm (21+)Solo2-56-2021+

In their words: “From solo practices to national dealer networks.”

Vendor says · source

Connections listed13 connectionsSalesforce, Wealthbox, Maximizer and 10 more. Source and date for each below.

Is this your company? Claim this free profile to send corrections and add details. Claiming is free and never changes how we compare tools.

Claim this profile

What their website looks like

Screenshot of Continuum's homepage — Continuum's homepage, as it appeared on Oct 14. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

Plan	Price	Billing
Core	CAD 79/seat/month per user, per month	Annual plan
Core	CAD 89/seat/month per user, per month	Billed monthly
Pro	CAD 149/seat/month per user, per month	Starts at Adds branded, interactive client Pages.

Enterprise plan: custom pricing

Every plan includes a free 14-day trial

Source: Continuum pricing page. Checked on the vendor's site, Oct 13.

What one person pays for other AI tools

AI tools

Cheapest plan for one person, per month (our sum from each price page). 16 of 30 AI tools have a US-dollar price we can put per person. Continuum isn't on it: Priced in CAD, so it is not put in the US price sort.

CaddiFree ContioFree FathomFree FirefliesFree GrainFree Synopsist$25/mo Munin$29/mo Finmate AI$39/mo Vega$42/mo Knapsack$50/mo YourStake$50/mo Hazel$60/mo Zocks$67/mo Focal$100/mo Jump$100/mo DataDasher$120/mo

Price changes

No price changes recorded yet. We last checked on Oct 13.

What it connects to

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

Nothing the vendor says sends data in

Continuum13 connections listed

Data goes out to

SalesforceWealthboxMaximizerHubSpotMicrosoft Dynamics 365Equisoft/connectLaylahMakoand 4 more below

Listed, no detail

Conquest Planning

Salesforce

Checked on the vendor's site

Data out: meeting summaries and tasks

Source: Continuum homepage FAQ: Which CRMs does Continuum integrate with?. Checked Oct 13.

Wealthbox

Checked on the vendor's site

Data out: meeting summaries and tasks

Source: Continuum homepage FAQ: Which CRMs does Continuum integrate with?. Checked Oct 13.

Maximizer

Checked on the vendor's site

Data out: meeting summaries and tasks

Source: Continuum homepage FAQ: Which CRMs does Continuum integrate with?. Checked Oct 13.

HubSpot

Checked on the vendor's site

Data out: meeting summaries and tasks

Source: Continuum homepage FAQ: Which CRMs does Continuum integrate with?. Checked Oct 13.

Microsoft Dynamics 365

Checked on the vendor's site

Data out: meeting summaries and tasks

Source: Continuum homepage FAQ: Which CRMs does Continuum integrate with?. Checked Oct 13.

Equisoft/connect

Checked on the vendor's site

Data out: meeting summaries and tasks

Source: Continuum homepage FAQ: Which CRMs does Continuum integrate with?. Checked Oct 13.

Laylah

Checked on the vendor's site

Data out: meeting summaries and tasks

Source: Continuum homepage FAQ: Which CRMs does Continuum integrate with?. Checked Oct 13.

Mako

Checked on the vendor's site

Data out: meeting summaries and tasks

Source: Continuum homepage FAQ: Which CRMs does Continuum integrate with?. Checked Oct 13.

Zoho

Checked on the vendor's site

Data out: meeting summaries and tasks

Source: Continuum homepage FAQ: Which CRMs does Continuum integrate with?. Checked Oct 13.

Cloven

Checked on the vendor's site

Data out: meeting summaries and tasks

Source: Continuum homepage FAQ: Which CRMs does Continuum integrate with?. Checked Oct 13.

Act!

Checked on the vendor's site

Data out: meeting summaries and tasks

Source: Continuum homepage FAQ: Which CRMs does Continuum integrate with?. Checked Oct 13.

OneBoss

Checked on the vendor's site

Data out: meeting summaries and tasks

Source: Continuum homepage FAQ: Which CRMs does Continuum integrate with?. Checked Oct 13.

Conquest Planning

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Continuum homepage FAQ: Which CRMs does Continuum integrate with?. Checked Oct 13.

Leaving later

We haven't read Continuum's site for export instructions yet.Not checked yet

Fits best if

Our judgement

We haven't assessed fit for Continuum yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare Continuum with another tool

Same category and at least one firm size in common, cheapest for one person first. Paying vendors are never moved up.

Fathom

Free plan

Checked on the vendor's site · Oct 13

Salesforce · Data out checkedHubSpot · Data out checked

View profile

Fireflies

Free plan

Checked on the vendor's site · Oct 13

Redtail · Listed, no detail given checkedWealthbox · Data out checkedSalesforce · Data link, direction not stated checkedHubSpot · Listed, no detail given checkedMicrosoft Dynamics 365 · Data out checkedand 9 more on the profile

View profile

Jump

From $100/advisor/mo

Checked on the vendor's site · Oct 13

Salesforce · Data link, direction not stated checkedWealthbox · Data out checkedRedtail · Data link, direction not stated checkedHubSpot · Data in and out checkedDynamics 365 Sales · Data link, direction not stated checkedand 9 more on the profile

View profile

Quin

From $49/mo for the 10 hrs setting

Checked on the vendor's site · Oct 13

Salesforce · Data out checkedWealthbox · Data out checkedRedtail · Data out checkedSlant · Data out checkedHubSpot · Data out checkedand 16 more on the profile

View profile

Corrections

No corrections to this profile yet.

Spotted something out of date? Send a correction and we'll check it again.