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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint742,806 companies indexed · Last updated: today
DirectoryBusiness & Technical ServicesAdministrative ServicesZurichFRED Financial Data AG
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FRED Financial Data AG

Summary

About the company

The core activity of FRED Financial Data AG is the outsourcing of portfolio management systems, CRM solutions and data archiving services for asset managers. The company focuses on data management and the seamless operation of these systems, offering asset managers an efficient and standardized solution. FRED does not engage in software development or sales, but instead works with external solution providers to offer a comprehensive service.

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Products & services

Industry:Administrative Services
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Portfolio Management System Services
End-to-end operation of a portfolio management system for wealth managers, including custodian bank interfaces, data management, and ensuring data quality and data integrity.
CRM Solutions
Operation of CRM solutions for wealth managers, embedded in standardized processes and ongoing application operations.
Data Archiving Solutions
Operation of solutions for receipt and document archiving, as well as data archiving for wealth managers.
Custodian Bank Interfaces
Provision and operation of custodian bank interfaces for processing information from numerous custodian banks.
Data Management and Data Integrity
Specialized data management to ensure high quality standards and consistent data integrity in the portfolio management system.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

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Location

Am Schanzengraben 23
8002 Zurich
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-202.910.888
Founded
2019 · 7 years
Last commercial register change
December 19, 2025
Employees
11 to 20

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