Your representatives are already using AI. The question is whether you can see it.
Affiliate membership gives your authorised representatives a technology partner, and gives you consistency in how technology and AI are used across the practices operating under your licence.
Adoption of AI tools across advice practices has run ahead of the governance around it. In most licensee networks, some representatives have thought carefully about which tools touch client information and some have not — and there is rarely a consistent way to tell which is which. That gap is a supervision problem before it is a technology problem.
It helps your practices, and it helps you supervise them.
For your authorised representatives
Each practice gets what any Quiva member gets: a Practice Review, a technology roadmap, hands-on implementation, the QuivaWorks workspace, and ongoing support. Practical help of a kind most small practices cannot justify employing.
The practices in your network stop each solving the same problems separately, and stop each making their own decision about which AI tool is acceptable to paste a client's circumstances into.
For your governance function
Where practices in your network run on a common approach, the way client records, file notes and advice preparation are produced becomes consistent — and consistent work is markedly easier to review than work that is done a different way at every practice.
We can also give your compliance and technology teams a documented view of how the platform handles client data, so an assessment happens once rather than once per representative.
What we would bring to your network
A written statement of what member practices may use AI for, with which client information, and what never leaves their workspace — consistent across every practice in the network rather than reinvented at each one.
We work directly with your compliance and technical teams on data handling, hosting and security, so the platform is assessed at licensee level instead of separately by every practice that wants to adopt it.
File notes, client records and document trails produced the same way across practices, so a file pulled for review looks like the other files you have reviewed.
To be clear about the boundary: supervision of your authorised representatives remains yours, and nothing we provide discharges an obligation that sits with your licence. What we can do is make the work being supervised more consistent, and better evidenced.
Start with a conversation, not a rollout.
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We meet your compliance and technology teams
We walk through how the platform handles client data, where it is hosted, and how AI processing is bounded — and answer the questions your teams need answered before anything else happens.
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We run reviews with a few of your practices
Practice Reviews with a small number of representatives who are interested, so everyone can see what this looks like in real firms rather than in a proposal.
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Affiliate membership across the network
If it works, we extend it — with the terms, the governance position and the support arrangements settled with you rather than negotiated separately by each practice.
We are happy to talk to your compliance team first.
Most licensee conversations start there, and we would rather answer the hard questions early than late.