Nextvestment Powers Phillip Securities’ POEMSGPT With AI-Driven Financial Guidance Co-Pilot
Nextvestment, an AI-native wealth engagement platform, has announced its collaboration with Phillip Securities to provide the financial guidance co-pilot software powering POEMSGPT — the latest artificial intelligence capability integrated into the POEMS trading platform. The initiative represents a major step toward making AI-powered investing accessible to everyday traders and reinforces Singapore’s position as a global leader in responsible financial innovation.
“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,” said Luke Lim, Managing Director of Phillip Securities. “By integrating , 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.”
Built to simplify investment decision-making, POEMSGPT leverages Nextvestment’s co-pilot engine to deliver contextual explanations and AI-generated recommendations seamlessly within the platform. It combines Phillip Securities’ trusted brokerage infrastructure with Nextvestment’s real-time reasoning and generative intelligence, allowing users to converse naturally with the system, ask questions, compare stocks, and interpret financials in seconds.
Takeaway
POEMSGPT: Making Market Intelligence Conversational and Actionable
At the core of POEMSGPT lies Nextvestment’s Financial Guidance Co-Pilot, a generative AI system trained to interpret , corporate disclosures, and portfolio analytics in natural language. The tool uses explainable AI reasoning to turn raw financial information into actionable insights — bridging the gap between professional analysis and user understanding.
With this integration, Phillip Securities clients can engage POEMSGPT directly within the POEMS interface to evaluate equities, compare valuation metrics, or interpret complex financial statements — all through simple conversation. The system also contextualises data to a user’s portfolio, assisting investors align decisions with their personal goals and risk appetite.
“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,” said Michael Davies, Founder of Nextvestment. “POEMSGPT brings clarity, context, and confidence to every trade.”
Takeaway
AI Innovation Reinforces Singapore’s Financial Technology Leadership
The collaboration between Nextvestment and Phillip Securities highlights a growing movement among financial institutions to adopt AI responsibly — enhancing customer experience while maintaining regulatory integrity. POEMSGPT exemplifies how digital transformation in capital markets can balance automation with accountability, assisting both new and experienced traders make more informed, confident investment decisions.
The launch also reinforces Singapore’s role as a global fintech hub, where established institutions and emerging innovators collaborate to shape the . As AI becomes a core element of , partnerships like this are defining a new standard for personalised, data-driven investor engagement.
Nextvestment’s technology is designed for financial institutions viewking to blend digital convenience with human expertise. Its explainable analytics engine and conversational AI tools are already being adopted by banks, brokerages, and family offices viewking scalable, compliant ways to offer personalised financial guidance at scale.
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