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523 Sayre Drive




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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.

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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.

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!