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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint746,952 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial servicesLuganoP- Strategic Financial Allocation SA
P- Strategic Financial Allocation SA Logo
Verified· 2 sourcesTrust Score
Summary

About the company

P- Strategic Financial Allocation SA develops and markets integrated IT solutions for investment and wealth management. Its IRIS platform supports portfolio management, risk and performance analysis, compliance monitoring and reporting.

AI-generated
Presence

Service area

Offering

Products & services

Industry:Financial services
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P- Strategic Financial Allocation SA

✓ Offered7
Software for Investment & Wealth Management (IRIS)
Web-based solution for wealth managers, institutional investors and family offices with client and portfolio management, risk and performance analysis, compliance monitoring and reporting.
Support for investment decisions and portfolio management
Products and services to support investment decisions, portfolio management and regulatory requirements for family offices and financial institutions.
Risk and performance analysis
Proprietary models for risk and performance analysis, including simulation, optimization, pre- and post-trade checks and evaluation of costs and returns.
Reporting and client reporting
Flexible reports, personalized client reports with different levels of detail, automated bulk generation and web-based customer access.
Compliance and regulatory services
Regulatory checks, compliance monitoring, documentation and support for statutory and guideline-based controls for financial institutions.
Client and portfolio management
Client management, portfolio management, investment proposals, trading and associated workflows for portfolio managers, investment officers and back office.
Data management and data integration
Automated data import, data integration, document archiving and support by data analysts and customer support.
Trust & reputation

ranQ Trust Score of P- Strategic Financial Allocation SA: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

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Data basis 54% · As of November 2026

Without public customer reviews the score stays capped.

P- Strategic Financial Allocation SA has no value in the Reputation area of the ranQ Trust Score because no data is available. The area carries 42% of the weighting and drops out of the calculation for this profile; it does not lower the score, only the reported data basis.
x
CriterionValueWeight
  • Review quality: No data point — the criterion is taken out of the weighting and does not lower the score.—24%
  • Review volume: No data point — the criterion is taken out of the weighting and does not lower the score.—10%
  • Review recency: No data point — the criterion is taken out of the weighting and does not lower the score.—8%
P- Strategic Financial Allocation SA scores 85.5 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
x
CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.100.012%
  • Company size: The headcount band, researched by ranQ or stated by the company. It is scored in steps rather than by head count, because the data only provides bands.55.07%
P- Strategic Financial Allocation SA scores 86.7 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
x
CriterionValueWeight
  • Verification: Official register entry (commercial register with UID or professional-body record, 55 points), confirmed domain (20 points) and confirmed ranQ profile (up to 25 points, depending on completeness).86.722%
P- Strategic Financial Allocation SA scores 31.4 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
x
CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.31.44%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

P- Strategic Financial Allocation SA reaches a ranQ Trust Score of 4.1 out of 5.0 — rated «High». No public customer reviews are available for this provider; the rating is based on the remaining criteria. The data basis is 54%, so the score is backed by part of the criteria. As of November 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

Knowledge

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Location

Via Pretorio 9
6900 Lugano
Opening hours
Mon
09:00 - 18:00
Tue
09:00 - 18:00
Wed
09:00 - 18:00
Thu
09:00 - 18:00
Fri
09:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-115.290.936
Founded
2009 · 17 years
Last commercial register change
August 5, 2021
Employees
1 to 10

Active in 1 of 26 cantons

  • TITicino
Legal form: Graded by liability and disclosure. The weight is kept small: a sole proprietorship is not a dubious company, it is just liable differently.100.06%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.70.03%
    • Full methodology

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