Become an AdvisorSim Pilot Partner
Help shape the next generation of competency assessment for financial services while evaluating the platform within your own organization.
Selected pilot organizations receive dedicated onboarding, implementation support and the opportunity to influence future product development.
Why Organizations Apply
Pilot organizations typically want to:
- Validate advisor competency before client interactions
- Modernize onboarding and certification programs
- Evaluate new hires consistently across locations
- Assess product knowledge beyond multiple-choice testing
- Benchmark advisor readiness across teams
- Explore AI-enabled assessment before broader rollout
We're currently seeking pilot partners from:
- Banks and Credit Unions
- Wealth Management Firms
- RIAs
- Insurance Organizations
- Commercial Lending Teams
- Professional Associations
- Advisor Certification Providers
- Continuing Education Providers
- Universities and Colleges
- Corporate Learning & Development Teams
Why participate during the pilot?
- Influence future platform capabilities
- Help shape assessment frameworks for your industry
- Validate use cases before broader market adoption
- Receive hands-on support from our team
- Explore implementation with lower commitment than a full deployment
Trusted in Early Pilot Programs
CFA Institute and ED4S have already joined the group of select founding pilot partners.
