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DirectoryFinance & InsuranceFinancial ServicesLuganoP- Strategic Financial Allocation SA
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P- Strategic Financial Allocation SA

Summary

About the company

The core activity of P-Strategic Financial Allocation SA is the development and provision of innovative solutions for investment and wealth management, particularly for family offices and financial institutions. This includes the creation of models for risk and performance analysis, strategic allocation and reporting, as well as the provision of IT solutions and data management services to support customers in their investment decisions.

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Products & services

Industry:Financial Services
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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.

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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

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