New York City

Flat-Fee Platform for Advisors & Family Offices

MarketDesk serves as a seamless extension of your team and expands your firm's resources. You gain a long-term partner at a fraction of the cost of a new employee. 

Consolidate your

portfolio management,

asset class research,

and client insights

Financial Planning

Custodian

CRM

Legacy Wealth Stack

Asset Allocation Models

ETF / Fund Research

Risk Management

Client Communication

Advertising / Marketing

Financial Planning

Custodian

CRM

All-in-One Platform

From macro strategy to asset allocation to crafting client insights, our team specializes in the labor-intensive aspects of portfolio management. MarketDesk allows you to save time and refocus on growing your firm.

0.00% AUM Fees

Most outsourced portfolio solutions require you to hand over discretionary authority and pay a fee based on your AUM. MarketDesk is built differently. You receive the same institutional quality analysis but maintain control.

PortalReport.png
MDRPortalipad.png

$250/quarter

White Label

Client friendly letters and presentations 

Pricing per firm

$600/quarter

Research Tools

Starts at 5 paid users

Macro strategy, core ratings, and tactical.

$825/quarter

Full Platform Access

Starts at 5 paid users

Seamless extension of your team and internal resources

A Flexible Partnership

Subscribe to one or all of the MarketDesk capabilities 

+120

Firms using MarketDesk solutions

+76%

Growth of our firm last year

$28

Billion of clients' AUM

3

Robust solutions built for wealth management

0%

Asset or AUM Management Fees

Put our strengths to work for you.

Learn how financial advisors, RIAs, and family offices are saving time, lowering costs, and increasing their asset allocation conviction with MarketDesk.