THE ADVISOR SIMULATION
Become the advisor before the client is real.
Practice difficult conversations, build portfolios, earn trust, and see the impact of every decision.
Client file
Margaret · 45 · Technology executive
- Investable assets
- $1.82M
- Goals
- Retirement, education, legacy
Hidden concerns · Shared as trust grows
The Client
Margaret Chen, 45
She has a lot she has not said out loud yet. What you learn about her, and how, is the first thing you are graded on.
Client dossier
- Goals
- Retirement, education, legacy
- Risk tolerance
- Moderate, confirmed early in the conversation
- Investable assets
- $1.82M
- Source of recent liquidity
- Shared once trust is earned
- Family financial history
- Shared once trust is earned
Discovery
The questions you ask determine what you learn.
Client
“I suppose I have not really told anyone how much the IPO changed things.”
Advisor
“Take your time. What feels most urgent to you right now?”
Client
“I want my daughter's education paid for before I think about anything else.”
The Portfolio
Every trade is graded against the person, not the market.
62%
Equity
28%
Fixed income
10%
Cash
The Market Moves
Markets do not pause for a conversation.
Clients notice when markets move, and they reach out.
Client
“Saw the news this morning. Should I be worried?”
The Review
A rubric, not a scoreboard.
Every conversation gets a rubric-first review with coaching, not just a score to game.
A sample review
- Discovery
- 92
- Suitability
- 88
- Clarity
- 90
- Empathy
- 78
- Accuracy
- 85
“You uncovered the concerns that shaped an appropriate plan.”
The Loop
One loop, every conversation.
- 1
Converse
Ask questions, build trust, discover what matters.
- 2
Analyze
Understand goals, constraints, risk.
- 3
Advise
Build a portfolio aligned to the person.
- 4
Navigate
Respond to market events and life changes.
- 5
Review
See the impact and earn your score.
The Clients
Every client has a story.
You have met Margaret. Meet three more.
Arjun, 43
Director of engineering
Reads earnings reports for fun. Interviews every advisor like a candidate before he'll hand over a dollar.
Gloria, 52
Restaurant company founder
Selling the company she built from one food truck. Needs a plan for a number she's never held.
Devon, 27
Product designer
Four years of disciplined saving. A group chat where somebody is always up 40% on something.
For Programs
Built for a finance classroom, or a firm's training program.
Cohorts
Import a roster once and run the same scenario across a whole class or training cohort.
Live analytics
Class-level trends show which rubric criteria students are strongest and weakest on.
Gradebook export
Pull results as a CSV, or a Brightspace-format export for direct LMS import.
Questions
Frequently asked questions
WealthSimAI is a wealth management training simulation where students practice as financial advisors working with AI-powered client personas. Students hold real advisory conversations, build portfolios with live market data, and receive graded feedback, all in a risk-free environment.
WealthSimAI is built for finance students, university professors, and early-career advisor training programs. Professors run it as a class exercise with realistic client scenarios instead of static case studies.
Each AI client has a personality, financial goals, a risk profile, and private information they only reveal when trust is earned. Clients react to how you communicate: they get anxious, push back on unsuitable advice, and end conversations on their own terms.
No. All portfolios and trades are simulated, with prices from live market data, so the experience is realistic while no real money is ever at risk.
Two ways. Conversations are scored by an AI evaluator against a professional advisory rubric covering discovery, suitability, clarity, empathy, and accuracy. Trades are graded 0 to 100 against the client's mandate, covering risk alignment, mandate fit, diversification, and position size.
WealthSimAI is in an invite-only beta. Join the waitlist below, and if you would run it with a class, mention that in your signup for priority onboarding.
Institutions
Request Institutional Access
The beta is invite-only. Tell us about your course or training program and our team will follow up by email.
Individual learner? Join the waitlist below.Joining as an individual learner?
Register your interest and we'll email you when the beta opens up to individual students and early-career advisors.