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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.
$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
Who We Serve
MarketDesk is trusted by 120+ wealth management firms in 36 states

+120
Firms using MarketDesk solutions
+64%
Growth of our firm last year
$28
Billion of clients' AUM
4
Robust solutions built for wealth management
0%
Asset or AUM Management Fees
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