Continuum AI
AI for wealth managers
0 ratings
Free
About
Continuum captures and transcribes in-person meetings, calls, and video conferences—securely and compliantly. Get instant AI notes and summaries, then turn conversations into tasks, follow-ups, and CRM updates automatically. Built for financial advisors, Continuum reduces admin and makes every client interaction actionable.
Show more
What's New in Continuum AI
1.4.0
October 15, 2026
Introducing Tasks — your new hub for organizing all your work. What's New We've added a dedicated Tasks view to help you stay organized. Create tasks, assign them to teammates, set due dates, and organize with tags. Tasks from your meetings are now consolidated in this view, giving you one place to see everything that needs attention. Improvements Real-time updates are now faster and more responsive. We've also improved sign-in reliability and error messages to help you troubleshoot connection issues.
More
