Phillip SMART Portfolio
POEMS robo-advisor with professionally managed discretionary portfolios.
Phillip SMART Portfolio is the robo-advisory service offered through POEMS by Phillip Securities and Phillip Capital Management. It is a discretionary investment service that matches investors to a best-fit portfolio using an online risk analysis. The platform highlights a low starting investment amount of S$300, no upfront fee, no brokerage fee, no platform fee, low management fees and professional portfolio management. Investors can set up, fund and monitor their account online through POEMS. It benefits from PhillipCapital's long-standing brokerage and wealth management infrastructure, although the user experience is more traditional than newer robo-first brands.
Phillip SMART Portfolio is a sensible choice for investors who already know POEMS or prefer a robo-advisor backed by a long-established brokerage group. The S$300 starting amount is accessible, and the discretionary portfolio model keeps the day-to-day work with professional managers. Its strength is institutional continuity rather than trendy design. The trade-off is that the experience can feel embedded inside a broader brokerage environment, so users looking for a clean standalone robo app may find Syfe or StashAway easier to navigate.
It is included for its low entry point, professional management, POEMS integration and backing by one of Singapore's most established brokerage groups.