Manulife Singapore rolls out AI tools with advisory milestones

The firm targets 50,000 personalised portfolio check-ins annually.

Manulife Singapore is rolling out several digital initiatives in light of the anniversaries of its two advisory arms.

These include a new AI-powered Client Portfolio Review Tool, designed to deliver tailored updates and generate clear financial summaries. 

The firm targets 50,000 personalised portfolio check-ins annually using the platform.

Manulife Financial Advisers (Manulife FA) and Manulife Advisory Group (MAG) mark their 10th and 5th years of operations, respectively. 

The milestones reflect the firm’s expansion and continued investments in strengthening its financial advisory network.

Together, Manulife FA and MAG now comprise over 1,900 financial consultants, with more than 700 qualifying for the Million Dollar Round Table (MDRT) in 2024. 

The company aims to raise this number to 1,000 as it pursues growth in its customer-focused advisory business.

A virtual AI assistant has also been introduced to provide financial consultants with fast answers on product and policy information, enhancing mobility and productivity. 

In addition, the iFUNDS platform, launched in April 2025, integrates Unit Trust and Investment-Linked Plan holdings into a single digital dashboard — a first for the local insurance industry.

The firm is also expanding upskilling and leadership development programmes, with training focused on business insurance, estate planning, and professional conduct. 

In the high-net-worth segment, Manulife Singapore has launched two USD-denominated insurance solutions: Signature Indexed Income and Signature Indexed Universal Life Select (III). 

These offer market-linked growth, downside protection, and legacy planning features.