How it works

How WealthSimAI works

WealthSimAI is a wealth management training simulation. Learners are paired with an AI-driven client persona and move through one structured practice loop, from receiving a scenario to graded feedback, entirely with simulated clients and simulated portfolios.

The six-step practice loop

Every session, across every level, follows the same sequence.

  1. 1

    Receive a client scenario

    Each session starts with an AI client persona: a simulated individual, couple, or household with a background, a financial situation, and a reason for meeting with an advisor.

  2. 2

    Conduct a discovery conversation

    The learner interviews the client, by text or voice call. The client responds in character and only reveals sensitive information once trust is earned.

  3. 3

    Identify goals, constraints, and risk tolerance

    From the conversation, the learner works out what the client actually needs: their goals, constraints, and risk tolerance, the foundation for any suitable recommendation.

  4. 4

    Build a simulated portfolio

    Using live market prices, the learner constructs or recommends a portfolio suited to what they discovered. No real trades are placed and no real money moves.

  5. 5

    Respond to client concerns and follow-ups

    Clients react to what they're told. They ask follow-up questions, raise concerns, and can push back on advice that doesn't fit them, so the conversation continues past the first recommendation.

  6. 6

    Receive structured feedback

    The conversation and the portfolio are each graded, and the learner gets coaching tied to specific moments in the session, not just a final score.

Go deeper

Grading methodologyHow the advisory conversation and the portfolio are each scored, and how professors can review results.For universitiesHow finance programs run WealthSimAI as a class exercise, from roster import to gradebook export.For advisor training programsHow RIAs and banks use WealthSimAI to give new advisors client-conversation reps before real meetings.

See it from the inside

Request beta access to run a client scenario yourself.

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