For advisers and fractional teams

Run a repeatable EU AI Act readiness service across multiple clients.

Give every client a separate controlled workspace while your advisory team applies a consistent inventory-to-evidence method across the portfolio.

Product demonstration · 2 minutes 11 seconds

Adviser and workspace administration

See how an adviser works across separate hypothetical client workspaces with contract-controlled access, seats, storage and report branding. All organisations, people and systems shown were created for demonstration, and no client data appears.

Read the video transcript

EU AI Fit gives an authorised adviser a portfolio view while keeping every client workspace separate. Changing workspace changes the organisation boundary across dashboards, evidence and reports.

Activation starts with agreed terms covering plan, price, users, AI-system allowance and evidence-storage tier. Those terms control the service, so changing storage or exceeding seats requires the appropriate commercial route.

Clients approve the exact adviser identity used on reports. A later branding edit returns approval to draft, while EU AI Fit attribution, provenance and non-certification wording remain visible. The result is scalable advice with separate client boundaries and explicit control.

Business outcomes

Turn readiness work into reviewable evidence

Separate client workspaces

Keep memberships, systems, evidence, contracts and audit histories scoped to the correct client organisation.

Repeatable delivery

Use the same exposure, classification, obligation and evidence workflow without rebuilding the service in spreadsheets.

Client-approved co-branding

Prepare reports under your adviser identity while the client controls approval. EU AI Fit, provenance and the non-certification disclosure remain visible.

How it works

A controlled path to a usable record

01

Agree the engagement

Define client scope, users, systems, storage, commercial terms and the activation conditions before workspace creation.

02

Deliver the review

Inventory systems, confirm role and exposure, build obligation plans and collect the evidence needed for the agreed outcome.

03

Report and renew

Obtain client approval for adviser branding, produce co-branded buyer-ready reports, record follow-up actions and maintain the client record through later review cycles.

Built for scrutiny

Client separation and commercial control by design

Workspace creation follows approved commercial terms. Contracted user, system and storage allowances remain enforced after acceptance.

One adviser identity can access authorised client workspaces

Only client-approved adviser branding appears on new reports

Branding changes automatically invalidate the prior approval

Client data and memberships remain organisation-scoped

Storage can be reference-only, managed by EU AI Fit or customer-controlled

Contract acceptance and one-time access code gate workspace creation

Turn your expertise into a scalable readiness service.

Join the adviser pilot to shape the multi-client workflow, reporting format and commercial operating model.

Discuss an adviser pilot