Train Financial Advisors with Confidence.
At Scale.
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How it works
Advisor Quest gives financial institutions a scalable way to assess and uplevel advisor performance—through practical and customizable simulations, strategic feedback, and compliance-aligned evaluations.
Faster
onboarding
Higher
confidence
Practical skills
development
The Challenge
We're Tackling
Onboarding and upskilling financial advisors is high-stakes. Yet, too many institutions rely on outdated training, generic e-learning, or inconsistent coaching.
This creates risk: advisors may not be fully prepared to deliver compliant, high-quality conversations that reflect both client expectations and firm policies.
The Future of Advisor Readiness
Advisor Quest is an enterprise solution enabling customized simulation-based training experience for financial advisors.
Designed for financial institutions by wealth management experts.
It provides advisors with a safe, realistic environment to practice investor conversations—while giving institutions full control over:
Custom Funds & Products
Train advisors using your institution’s own funds, portfolios, or product lineup.
Evaluation Criteria
Align feedback with your compliance rules, internal guidelines, and training frameworks.
Tailored Personas
Choose investor personas that best reflect your client segments and training priorities.
With Advisor Quest, you deliver training that is both scalable and fully customizable to your firm’s regulatory requirements and best practices.
Built to Train
Retail/ Bank Advisors
Wealth
Managers
Broker
Dealers
The Learner Experience
Select your scenarios
Select your AI client persona to navigate a conversation by reading into their responses via EQ and IQ
Practice
Build your sustainability and ESG conversation capabilities with AI clients to practice navigating evolving client expectations.
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Receive feedback
Receive a comprehensive evaluation of your conversation outlining areas of mastery or areas to improve.
Benefits
Faster ramp-up
Enhance advisor onboarding experience with practical training
Compliance and Service Quality Aligned
Built to integrate your firm's compliance and client service excellence requirements.
Scalable & Customizable
Consistent training across teams, with flexibility to match firm priorities and evolving client needs
Advisor Confidence
Advisors practice until they're truly client-ready
How It Works
Step 1
Customize your simulator
Select investment products, client personas, branding and evaluation criteria.
Step 2
Activate your simulator
Give access to your advisors to complete simulation sessions and receive feedback.
Step 3
Track & improve
Institution-level dashboards highlight readiness, gaps, and consistency across advisors.
Why Institutions Choose Advisor Quest
Customizable to your products, client personas, and compliance rules.
Scalable across hundreds or thousands of advisors.
Safe space to practice that reduces risk in live client interactions.
Provides data-driven insights to improve advisor performance firm-wide.
Skills based practical advisor training
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For Financial Institutions:
Want to see how it works?
Book a 20-minute demo and experience how Advisor Quest can transform your advisor training.
For Individual Advisors
Looking to build your skills independently?
Join the waitlist for individual access to Advisor Quest.
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