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523 Sayre Drive




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CRM Forum

Ventura Management Associates, in conjunction with On-Course Advisors, is proud to produce the CRM Forum; a semiannual gathering of financial services professsionals who discuss strategy, products and tactical concerns relating to CRM and supporting technologies. Call for information.

Reference data consultancy

Ventura Management Associates, LLC is a boutique provider of advisory services to the financial services community, specifically on securities data management and client reporting. Our focus is: reference data, pricing, ratings, analysis, corporate actions, CRM, performance and statements.

CRM Consultantcy

Ventura Management Associates can help you move your CRM capabilities into IRM – Intelligent Relationship Management. Combining business intelligence with client information and product data will give your company the tools it needs to manage your value proposition and distribution. Call us today!