Ermos AI for annual review preparation.
Review season means reconstructing each client's story: what we advised, what changed, what needs attention. The reconstruction is file work, and the file is exactly what an Ermos unit holds. Reviews prepare themselves; advisers verify and advise.
How it works on the unit
Client records, prior advice documents and correspondence are indexed on the unit inside the practice.
Position summary, advice history, changes since last review and open items draft into your review pack format.
Missing updates, unconfirmed circumstances and undocumented conversations are listed for chasing before the meeting.
The pack is checked against the file; the meeting and the advice remain entirely the adviser's.
What it changes in review season
Preparation per client drops from hours to a verification pass, review quality stops depending on who prepared the pack, and the ongoing service obligations your fees rest on are evidenced by consistent, file-grounded reviews.
Why on-premise matters here
A review pack is the client's whole position in summary form. Assembling it on the unit keeps it inside the practice, consistent with the licensee obligations covered on our financial advisers page.
Common questions
Does this satisfy ongoing service obligations?
How current is the pack?
Can support staff run preparation?
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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