ADVISER AI GUIDE — TOOL ASSESSMENT
Published 8 September 2026. No named products tested in this worksheet.

Product / supplier / plan / configuration:
Assessment date / decision owner:
Task and permitted source:
For EACH requirement record: criterion, source/observed evidence, pass/unresolved/fail, owner and action.

1. Information handling, access, retention and supplier terms:
2. Source-based output checks and observed errors:
3. Human review and prevention of automatic external sending:
4. Export, integration and source traceability:
5. Current quote, setup effort and ongoing preparation/correction/review:
6. Updates, exit and next review trigger:

Do not average unresolved requirements into a favourable overall score.
Decision / scope / reasons / unresolved matters:
https://adviseraiguide.co.uk/guides/ai-tool-assessment-for-ifas