Dalbar, Inc. was founded in 1976 in New York City and its current headquarters are located in Boston, Massachusetts. While the company initially focused on systems development in a burgeoning mutual fund industry, we later shifted our attention towards ensuring that customers of the industry were being adequately served by wealth management firms.
In 1994, Dalbar expanded to Canada, establishing its Canadian headquarters in Toronto, Ontario. Our flagship offering in Canada was the Performance Evaluation of Mutual Fund Service (PEMFS) program, which evaluated and ranked Canada’s largest mutual fund companies on the quality of service they delivered to their clients.
As the 1990s came to a close and the discount brokerage industry gained prominence in Canada, we launched a similar research program that examined the service quality provided by the country’s largest self-serve brokerages. As part of its Direct Brokerage Sales Effectiveness (DBSE) program, Dalbar continues to release quarterly service quality rankings.
In addition to measuring the quality of customer service, Dalbar also rates and ranks the effectiveness of client communications produced by the financial services industry. We conduct regular reviews of the account statements pertaining to the mutual fund, brokerage, and life insurance industries.
Dalbar expanded its services to reach the world of electronic communications, with its WebMonitor program, evaluating and ranking the effectiveness of the Web sites of Canada’s mutual fund companies. By issuing semi-annually rankings of the most effective sites in Canada, we continue to raise the standards of excellence in this area as well.
Today, Dalbar is a company whose past experiences have yielded a team capable of measuring and analyzing the quality of wealth management firms in countless areas. Whether your concern is your firm’s sales effectiveness, its distribution channels, or its communications quality, Dalbar's expertise and history of analyzing customer behaviour enable us to measure the intangibles that are crucial to your company’s success.
 To find out how you can leverage Dalbar's expertise to help you achieve your goals, please view all our product and service offerings.
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About Dalbar 
