Elevate every aspect of your investor communications to deliver clarity, engagement, and outcomes that inform decisions, build confidence, and encourage lasting relationships.
Investor communications are more than a regulatory requirement—they’re a vital touchpoint for building trust and driving meaningful engagement.
DALBAR’s Investor Communications solutions evaluate and optimize your statements, delivery methods, and supporting documents to ensure they are clear, effective, and aligned with industry best practices.
Annual evaluations of investor account statements, measuring clarity, usability, and alignment with industry trends.
In-depth analysis of your e-delivery practices, identifying opportunities to improve adoption, compliance, and user satisfaction.
Custom reviews to pinpoint where your communications fall short of industry leaders and how to close the gap.
Periodic reports based on consumer surveys, revealing investor preferences and communication effectiveness.
Evaluations are grounded in industry research and investor feedback.
Recommendations reflect current compliance requirements.
Clearer, more useful communications strengthen investor trust and satisfaction.
