Ermos AI for SOA drafting support.
Advice documents are where practice hours go to disappear: the strategy is settled in an hour, the document takes days. An Ermos unit drafts the document from the file and your templates, and the adviser stays what the law requires them to be, the author of the advice.
How it works on the unit
The client's file, your SOA templates and your standard wording are indexed on the unit.
The adviser settles the strategy; the unit drafts the document around it: circumstances, basis, disclosures, in your house structure.
Consistency of figures across the document, defined terms, cross-references, the checking that consumes paraplanner hours.
Every recommendation, projection and disclosure is reviewed and settled by the adviser before anything is presented. Compliance lives in your advice process; the unit works inside it.
Why on-premise matters most here
An SOA file holds the client's full financial position. A licensee's s912A obligations extend to how tools handle it, and cloud drafting means transmitting it offshore. On the unit, the file stays in the practice, which keeps licensee due diligence short.
What it changes in practice
Document turnaround drops from days to a review session, paraplanning capacity goes to the hard cases, and ErmosIQ keeps drafts converging on how your practice writes.
Common questions
Is an AI-drafted SOA compliant?
Will our licensee accept it?
Does it work with our planning software?
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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