Am Schanzengraben 23, 8002 Zürich, Switzerland
Portfolio management system, CRM and data archiving solution from wealth managers for wealth managers
FRED Financial Data is a Swiss company that owns several Swiss asset managers. The company offers outsourcing of portfolio management system, CRM and data archiving solutions. FRED relies on the principle: “From asset managers for asset managers”
The founders and owners consciously decided on a business model based on a “cooperative philosophy”. FRED offers asset managers those services through which the asset manager cannot differentiate itself from its competitors towards its end customers.
Continuing to have sovereignty over the quality level and cost assurance of the outsourced solution is a major advantage of this cooperative approach and partnership principle. This opens up the potential for real scaling, meaning that in the future, a strong network will benefit from the expected industrialization in this area.