Key facts
- Designed Wealth Management and Continuum have formed a strategic partnership.
- The partnership will provide AI client intelligence to Canadian advisors.
- Continuum's offerings include botless meeting capture and AI client profiles.
- Interactive client microsites are part of the integration.
- The rollout begins today across Designed Wealth Management's advisor network.
Designed Wealth Management and Continuum have announced a strategic partnership focused on delivering AI-powered client intelligence to Canadian financial advisors. Starting today, Continuum's suite of tools, which includes botless meeting capture technology, AI-generated client profiles, and interactive client microsites, will be rolled out across Designed Wealth Management's network, which comprises over 150 advisors. This integration is designed to enhance the advisory services offered by Designed Wealth Management by leveraging advanced AI capabilities.