Joint integration lets advisors using Equisoft/connect push meeting notes and tasks into their CRM automatically, and ask their CRM questions in plain English, all through Continuum’s desktop app
TORONTO and MONTREAL, May 12, 2026. Equisoft, a leading global digital solutions provider to the financial services industry, and Continuum, the AI-powered client intelligence platform for Canadian advisors, today announced an integration that connects Continuum to Equisoft/connect, the CRM relied on by financial advisors across Canada. The integration is live today. It offers three new capabilities to advisors using both products, and to Equisoft/connect users trying Continuum for the first time:
Meeting notes from every advisor-client conversation are pushed automatically into the corresponding Equisoft/connect record. This works across Zoom, Microsoft Teams, Google Meet, desktop softphones, and in-person on mobile.
Auto-generated follow-up tasks are written into Equisoft/connect alongside each meeting, ready for the advisor or their assistant to action.
“Ask Continuum,” the platform’s natural-language assistant, now reads from Equisoft/connect data. Advisors can query their full CRM in plain English (“When did I last review David’s RRSP allocation?” or “Which of my clients turn 71 this year?”) and get an answer in seconds.
For advisors running their practice on Equisoft/connect, the everyday math of client work changes. A 45-minute meeting that used to mean another 20 minutes of typing notes becomes a single click of “approve.” Compliance retention, follow-up reminders, and team handoffs all fire from the same source of truth. Everything stays encrypted on Canadian soil.
“Many of the most successful Canadian advisors run their practice on Equisoft/connect,” said Daniel Asper, Co-Founder and CEO of Continuum. “We built this integration so Continuum becomes the natural complement to that workflow, bringing AI meeting capture, task automation, and natural-language search to the client data advisors already trust to Equisoft.”
The integration is included for all Continuum subscribers. Equisoft/connect users new to Continuum can get started at oncontinuum.com.
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About Continuum
Continuum is the AI system behind Canada's best advisors, combining botless meeting capture, smart client profiles, task automation, and Pages—interactive branded client deliverables—in a single desktop application. Headquartered in Toronto, Continuum is SOC 2 Type 2 certified, PIPEDA-compliant, and Canadian data resident. Learn more at oncontinuum.com.
Media contact: Anna Lou, Manager, Marketing & Communications, anna.lou@equisoft.com
