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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,629 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinTechSt. GallenAdvice Online AG
Advice Online AG Logo
Verified· 2 sourcesTrust Score
Summary

About the company

The company Advice Online offers a digital platform for asset managers and banks, enabling them to efficiently and simply serve their clients and meet regulatory requirements. The core activity of the company consists of developing and operating a Software-as-a-Service solution that includes the following functions: customer relationship management (CRM), portfolio management, investment and financing proposals, risk profile and investor profile creation, account reviews and statements, simulations and visualizations, and journaling and audit trails. The solution is specifically designed to meet the FIDLEG behavioral rules (Financial Services Act) and provides a simple and cost-effective way for asset managers and banks to digitally serve their clients and meet regulatory requirements.

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Offering

Products & services

Industry:FinTech
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Advice Online AG

Web Portals & Platform Companies
✓ Offered8
Digital advisory support
SaaS solution for banks, asset managers and funds with CRM linked to customers and portfolios, profiling, investment recommendations and regulatory support.
Advisory Suite
CRM, investing area, financing area and document archive for end-to-end management of customer relationships and regulatory tasks.
VISU
Portfolio management, consolidations, investment controlling as well as restriction and rules checks with simulations, reports and visualisations.
SENTINEL
ICS solution for risk and control inventory, review tasks, reports and time travel with automated controls and audit traceability.
MERLIN
Interface and data connectivity for banks with connection configuration, automatic data download and a stable data flow.
Regulatory sparring
Regulatory support for advisory business under FIDLEG and MiFID II, and for ICS topics to develop specific needs.
Project support
Personal support for planning and rollout of the tools, also on site when internal staff or resources are missing.
Purposeful digitalisation
Consulting on digital support for business and processes in line with your own needs.
Trust & reputation

ranQ Trust Score of Advice Online AG: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

x

Data basis 54% · As of October 2026

Without public customer reviews the score stays capped.

Advice Online AG 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%
Advice Online AG scores 83.5 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.95.212%
  • 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%
Advice Online AG scores 83.3 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).83.322%
Advice Online AG scores 28.6 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 35.28.64%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

Advice Online AG 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 October 2026.

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

Knowledge

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Location

Neugasse 46
9000 St. Gallen
Opening hours
Mon
08:00 - 17:00
Tue
08:00 - 17:00
Wed
08:00 - 17:00
Thu
08:00 - 17:00
Fri
08:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-294.241.836
Founded
2013 · 13 years
Last commercial register change
September 10, 2024
Employees
1 to 10
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.
100.0
6%
  • 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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