TLDR: Nextvestment has partnered with Phillip Securities to launch POEMSGPT, an AI-powered financial guidance co-pilot software integrated into Phillip Securities’ POEMS trading platform. This collaboration aims to make AI-driven investing more accessible to everyday traders by providing real-time, personalized insights and transforming complex market data into actionable intelligence using generative AI and real-time reasoning.
SINGAPORE – Nextvestment, an innovator in AI-native wealth engagement platforms, has officially announced its strategic collaboration with Phillip Securities to introduce POEMSGPT. This groundbreaking AI-powered financial guidance co-pilot software is now seamlessly integrated into Phillip Securities’ established POEMS trading platform, marking a significant leap towards democratizing AI-powered investing for a broader audience of everyday traders.
The project, unveiled at the Singapore Fintech Festival 2025, underscores a pivotal moment for the financial industry, showcasing how established financial institutions and emerging AI innovators can effectively collaborate. This partnership is set to redefine investor engagement and further solidify Singapore’s reputation as a global hub for responsible financial-services innovation.
Luke Lim, Managing Director of Phillip Securities, emphasized the customer-centric nature of this initiative. “Our collaboration with Nextvestment on POEMSGPT is an example of how innovation and customer-centricity can come successfully together to shape the future of investing,” Lim stated. He added, “By integrating advanced AI capabilities into our POEMS platform, we enable users to access real-time, personalised insights — from company financials to stock-trade evaluations — all directly within their trading environment, empowering them to trade with confidence. This partnership reflects our continued commitment to customer-centric innovation and our vision of shaping the future of investing through smarter, data-driven experiences.”
At its core, POEMSGPT is powered by Nextvestment’s Financial Guidance Copilot, leveraging sophisticated generative AI and real-time reasoning capabilities. This technology is designed to distill intricate market data into clear, actionable insights, enabling investors to effortlessly ask questions, compare stocks, and interpret complex financial information directly within the POEMS ecosystem.
Michael Davies, Founder of Nextvestment, highlighted the transformative potential of this collaboration. “Phillip Securities has long been a trusted name among Singapore’s investors. Together, we’re re-imagining what investor empowerment looks like in the age of AI — where financial data doesn’t just inform decisions, but explains them. POEMSGPT brings clarity, context, and confidence to every trade,” Davies commented.
Also Read:
- PitchBook Unveils AI-Powered Navigator and ChatGPT Integration for Enhanced Private Market Intelligence
- AI Revolutionizes Personal Finance: From Budgeting to Debt Management, Your New Digital Money Coach
This partnership not only enhances the investor experience and access to market intelligence but also reinforces the industry’s commitment to upholding the highest standards of transparency and accountability expected in regulated finance. Nextvestment, as an AI-native wealth engagement platform, specializes in helping financial institutions deliver smarter and more personalized advice, bridging digital convenience with trusted human expertise through conversational copilots and explainable analytics for banks, brokerages, and family offices.
