WealthStream Adds OpenAI's GPT-Live-1 to Practice, Launching at Future Proof

23 hours ago

1 min read

WealthStream announced the addition of OpenAI's GPT-Live-1 to Practice, its offering built to help financial advisors prepare for client conversations.
Practice launches at WealthStream's Booth during the Future Proof Festival, held September 14 to 17 in Huntington Beach, California.
Practice places WealthStream's advice intelligence in an interactive environment where advisors rehearse before they meet with clients.
The GPT-Live-1 integration adds natural voice conversation to that experience, letting advisors practice the exchange itself rather than review talking points.
Jeff Shortis, Chief Product Officer and Co-Founder of WealthStream, said preparation "isn't just knowing what you want to say, it's being ready for what the client says next."
The company positions Practice around the step between developing a recommendation and delivering it, including complex explanations, client uncertainty, and sensitive financial discussions.
WealthStream describes itself as the leader in advice intelligence for the wealth management industry, with Practice bringing AI-powered conversation rehearsal to advisor preparation.