FRED Financial Data
HQ Address
Am Schanzengraben 23, 8002 Zurich, Switzerland
Website Address
Business introduction
Experts in data integrity
Portfolio management system, CRM and data archiving solution by asset managers for asset managers
FRED Financial Data is a Swiss company that owns several Swiss asset managers. The company offers outsourcing of portfolio management systems, CRM, and data archiving solutions. FRED's approach is based on the following principle: "by asset managers for asset managers".
The founders and owners consciously chose a business model based on a "cooperative philosophy." FRED offers asset managers services that do not differentiate them from their competitors in the eyes of their end clients.
Maintaining control over the quality level and cost assurance of the outsourced solution is a major advantage of this cooperative approach and partnership principle. This unlocks the potential for genuine scaling, allowing the cooperative to benefit from the anticipated industrialization in this sector through its strong network.
FRED Financial Data Solutions
FRED Financial Data
Accordingly, services such as custodian bank interfaces and complete document and receipt archiving are also part of the service portfolio. Furthermore, FRED ensures data quality and data integrity within the portfolio management system. The choice of system solution remains with the asset manager. Accordingly, FRED consciously does not see itself as......
