Ermos AI for file note documentation.
When advice is questioned, the file note is the evidence, and file notes are what advisers write last, worst and least. An Ermos unit turns rough notes into structured records the day of the meeting, in the format your compliance process expects.
How it works on the unit
The adviser's meeting notes, however rough, go into the unit alongside the client file.
Notes become a structured record: matters discussed, client instructions, advice context, follow-ups, in your file note format.
The draft flags what a complete note needs that the rough notes did not capture, while the meeting is still fresh.
The adviser corrects and confirms the record. What files is what the adviser attests to, same as a handwritten note, only complete.
Why this matters more than it sounds
Best interests obligations are demonstrated through documentation. A practice whose file notes are consistently structured, dated and complete is a practice whose advice survives scrutiny. The unit makes the good habit cheap.
Why on-premise matters here
Meeting notes hold the client's circumstances at their most candid. On the unit they are structured where they were written, inside the practice.
Common questions
Are structured notes still the adviser's record?
Can it work from voice memos?
Does it help with audits?
See Dominion answering from your own documents.
A demonstration takes 30 minutes, uses no client data, and comes with no obligation.
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