Nextvestment, a Singapore-based AI solutions provider, shared about their provision of financial guidance co-pilot software for Phillip Securities’ trading platform’s AI capability, POEMSGPT.
The project marks a major step toward making AI-powered investing accessible to everyday traders.
Introduced at the Singapore Fintech Festival 2025, POEMSGPT highlights the potential for collaboration between established financial institutions and emerging AI developers in advancing investor engagement and supporting Singapore’s role as a global centre for responsible financial innovation.

“Our collaboration with Nextvestment on POEMSGPT is an example of how innovation and customer-centricity can come together to shape the future of investing,”
said Luke Lim, Managing Director of Phillip Securities.
“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, directly within their trading environment. This partnership reflects our ongoing commitment to data-driven, customer-focused innovation.”
Built on Nextvestment’s Financial Guidance Copilot, POEMSGPT uses generative AI and real-time reasoning to turn complex market data into clear, actionable insights.
Users can ask questions, compare stocks, and interpret financial information within the POEMS platform.
Michael Davies, Founder of Nextvestment, said:

“Phillip Securities has long been a trusted name among Singapore’s investors. Together, we’re reimagining investor empowerment in the age of AI, where financial data not only informs decisions but also explains them.”
Featured image credit: Edited by Fintech News Singapore, based on image by Frolopiaton Palm via Freepik







