Designed Wealth Management’s 150-plus advisors recently started using Toronto-based Continuum’s AI client intelligence tool, it announced recently.
Monarch Wealth also started using Continuum, it said in a separate release. Continuum integrates with existing business platforms like EquiSoft, Mako, VieFUND, Learnedly and Egnite.
Continuum supports meeting capture in-person, on popular online meeting platforms and mobile phones to create summaries and follow-up tasks. The service claims to encrypt and store all client data in Canadian-domiciled data centres.
Webull offers crypto trading in Canada
Online investment platform Webull started offering cryptocurrency trading Tuesday following approval from the Canadian Investment Regulatory Organization.
This includes bitcoin, ethereum, solana, ripple, litecoin and other cryptocurrencies.
However, since cryptocurrencies are non-qualified investments, clients will need to hold them in a crypto cash account and cannot trade them in their RRSPs or TFSAs.
Focal adds Canadian CRM integrations
San Francisco-based AI notetaking app Focal now integrates with four customer relationship management (CRM) software in Canada: Equisoft, Maximizer and Cloven, the tech firm announced.
An integration with Laylah is also coming.
This is in addition to Focal’s existing integrations with Salesforce, Microsoft Dynamics 365, Zoho, Wealthbox, Redtail and others.
These integrations let Focal put meeting summary information such as goals, concerns and next steps directly into the firm’s CRM software without manual input. Focal can also read the CRM data to provide advisors with answers with an AI-powered search.
Focal started offering Canadian-domiciled data storage in December 2025.
Zocks launches agentic AI queries for advisors
San Francisco-based notetaking software Zocks released its client queries feature that lets advisors ask plain language questions about their entire book of business, the tech company announced.
The feature is available for Canadian advisors using Zocks, the company confirmed in an email.
Advisors can ask questions like, “Which clients have a retirement account with a previous employer we can consolidate?” or “Which clients with over $1M in assets have a review due this quarter ?”
Zock’s AI will provide a list of clients fitting the requested parameters and prompt advisors with automated next steps such as an AI-drafted personalized email or scheduling a meeting.
The software draws its answers from other advisor systems like customer relationship management records, financial plans and insurance data, in addition to conversations and emails processed by Zocks.
Scotia Intelligence’s three new features
Scotiabank has released three new AI tools for its employees: an AI notebook, a visual content generator and editable AI responses.
The AI notebook lets employees bring in information from different sources such as emails, meeting notes and data, into one place to generate summaries and content drafts.
The visual content tool helps staff members create presentations quickly.
AI responses can also be turned into editable documents where teams can contribute in real time.