Legacy claim assessment · corrected
Primary 2021 launch establishes a retail NAV Planner investment suitability/recommendation workflow, not exclusively private-wealth clients or a validated market/portfolio prediction engine. Correct broken URL and identify exact capability.
Assessed Nov 8, 2026. This verdict is separate from deployment evidence and measured outcomes.
Catalog record · Wealth & Portfolio Management
Stage as of Apr 8, 2021 · historical report, not live reconfirmation.
NAV Planner retail investment suitability recommendations
Primary workflow source. A named organization's workflow supported by a reviewed primary source. Stage is reported separately; this label does not establish measured outcomes or independent validation.
Last researched Nov 8, 2026. Source access and reported stage are recorded below; deployment evidence does not establish ROI.
What the research supports
DBS NAV Planner uses AI/ML models to shortlist investment solutions for retail customers after assessing objectives, risk profile, preferences and financial situation. Recommendations are delivered through digibank and prioritize funds reviewed by the bank's funds-selection team.
Original catalog wording · AI-Powered Advisory for Wealth Clients
DBS Bank uses AI to provide personalized investment advisory insights to its wealth management clients. The system analyzes market conditions, client portfolios, and individual risk profiles to generate tailored investment recommendations delivered through digital channels.
Archived maturity label: Production. Retained as original wording, not a current deployment assertion.
Original catalog sourcedbs.com · opens in a new tabAudited correction: Source-bound legacy adjudication. Primary 2021 launch establishes a retail NAV Planner investment suitability/recommendation workflow, not exclusively private-wealth clients or a validated market/portfolio prediction engine. Correct broken URL and identify exact capability. Original catalog wording is archived; unsupported historical impact ratings, generated summaries and unestablished announcement dates are cleared. Updated fields: title, description, summary, categoryId, maturity, aiTechnology, businessFunction, impact, sourceUrl, sourceType, announcedDate.
- Reported stage
- Production
- Technology
- Machine Learning
- Business function
- Front Office
- Impact (legacy label)
- Not labeled
- Catalog date · unconfirmed
- Not reported
- Imported
- Mar 13, 2026
- Last researched
- Nov 8, 2026
Measures & evidence
No quantified measure recorded. This is a gap in the evidence, not a finding of no value.
Documented vendor relationships
No vendor relationship has been linked to this specific workflow in the curated overlay. This does not mean it was built without vendors.
See the company’s documented relationshipsDeployment evidence & limits
DBS announced availability of the AI/ML investment-advisory feature to DBS/POSB retail customers on April 8, 2021. Status as of 2021-04-08.
Stage is as reported in the cited evidence. Current operating status has not been independently reconfirmed; the research date is an editorial review date.
Market-condition forecasting and private-wealth-exclusive scope were not established. NAV Planner has subsequently been renamed Plan; this source establishes the historical deployed feature.
Recorded dependencies
- Customer suitability and knowledge assessments; bank product-selection oversight; exclusions and referral to human wealth planners.
Source register
- DBS fortifies NAV Planner with new AI-powered digital investment advisory feature to help retail customers make better investment decisionsdbs.com · opens in a new tab
DBS · issuer · full-text · Published 2021-04-08
Research lanes: legacy-1 · Batch research-refresh-2026-11-08. Coverage and remaining gaps