Practice without real-client risk
Every client, conversation, and portfolio is simulated. Trainees can misread a client or recommend something unsuitable, and the cost is a lower grade, not a damaged client relationship.
For advisor training
Client-conversation practice for advisor training programs
WealthSimAI gives new advisors repetitions on real advisory conversations, discovery, suitability, objection handling, before they sit across from an actual client, with every conversation and portfolio automatically graded and visible to a manager or trainer.
Built for new-hire onboarding
New advisors work through AI client personas organized across six progressive levels, building skill before their first live client meeting.
Scenario repetition
With 25+ personas across six progressive levels, from client discovery through investments, insurance, tax, retirement, and estate, including couples scenarios, trainees repeat the discovery-to-recommendation loop across a range of client personalities and situations rather than one static case study.
Suitability exercises
Each simulated trade and portfolio is graded 0 to 100 against the client's mandate: risk alignment, mandate fit, diversification, and position size, so suitability judgment gets exercised directly, not just discussed.
Manager and trainer visibility
Trainers get the same tools professors use in a classroom: a review-by-exception queue that flags only the conversations needing a closer look, the ability to override any AI-generated grade, and analytics showing trends and which rubric criteria a trainee needs to work on.
Coaching workflow
Trainees receive coaching items tied to specific moments in the conversation, plus a progress report the trainer can review and approve before it is shared.
Bring WealthSimAI to your training program
Request beta access to run a scenario with your team.