Why Partner with MarketDesk?
You are focused on growth, but you also want to continue providing the level of service your clients have come to expect. Driving growth is time-consuming and can often strain your limited resources. Most likely, your firm has reached the stage where you are trapped by scalability – perhaps your AUM has doubled in recent years, or maybe clients are asking for a wider array of high-net-worth services. All wealth management firms reach a point where they must find new efficiencies as they scale to the next stage.
MarketDesk offers you the opportunity to save time and refocus on growing your business. Our full suite of solutions adds efficiency to your day-to-day workflows. Our platform is designed to serve as a seamless extension of your team, expanding your portfolio management capabilities and enhancing your client communication. Advisors that use MarketDesk enjoy simplicity in their practices, allowing them to focus on exceptional client service and strategic growth.
Our 3-Step Workflow
All three MarketDesk solutions are built to work seamlessly together. Download the Quarterly Checklist to see a roadmap of activities related to portfolio management and growing your practice when you partner with MarketDesk.
Our team maintains 30+ active ratings on core asset classes. You receive access to the full library of supporting research.
The investment research process drives model construction. Our team provides monthly commentary and performance updates.
You receive white label materials to communicate key insights to current and prospective clients.
Unlock Your Growth
Streamline Operations & Prioritize Growth
Unlock your firm's growth potential by leveraging MarketDesk's solutions that streamline workflow processes, increase efficiency, and free up valuable time. Say goodbye to labor-intensive, non-revenue-generating tasks, as our platform saves you hundreds of hours annually and allows you to prioritize client acquisition and strategic growth.
✓ Save Time & Increase Efficiency – More time with clients, friends, and family
✓ Reduce Labor-Intensive Tasks – Save hundreds of hours each year
✓ Implement Scalable Solutions – Resources that integrate seamlessly together
Upgrade Your Firm Overnight
Wealth management firms that experience outsized growth are not spending years of valuable time on the internal development of models, client presentations, and asset allocation frameworks. Instead of reinventing the wheel, supercharge your firm and experience accelerated growth with MarketDesk's turnkey solutions.
✓ Timely Client Insights – Communicate effortlessly with your clients and prospects
✓ White Label Resources – Dynamic ETF and quantitative equity strategies
✓ Best-in-Class Solutions – Transform your wealth management firm overnight
0.00% AUM Fees
The Independent Partner You've Been Looking For
Most service providers require financial advisors to hand over discretionary authority and/or pay fees based on their AUM. MarketDesk is built differently. Our platform expands your firm's capabilities at a fraction of the cost, while you maintain complete control over your portfolios and client relationships.
✓ No Asset-Based Fees – Flat-fee subscriptions based on seats, not AUM
✓ Reduce Costs & Complexity – Expand your resources at a fraction of the cost
✓ 100% Independent – Your firm's success is our only priority
Robust, Repeatable Processes
MarketDesk's best-in-class solutions allow you to build a world-class wealth management firm. Our integrated platform streamlines workflows and strengthens the client experience. Designed to add efficiency to your practice, we provide institutional-grade resources and workflows across research, model portfolios, and client communication. Put simply, MarketDesk serves as a seamless extension of your team to help you meet the increased expectations of today's clients.
✓ Built for Financial Advisors – A platform tailor-made for wealth management firms
✓ Flexible Partnership – Subscribe to one or all of MarketDesk's solutions
✓ A Noticeable Difference – Your clients will see the change in your firm
See the Difference 125+ Firms Already Have
Increased Conviction in Allocations
Rigorous Portfolio Construction
Enhanced Risk Management
Retain Custody & Portfolio Discretion
Seamless Workflows Integrations
24/7 access to the MarketDesk team
Scalable Solutions Built for Advisors
Expand Your Capabilities Overnight
Time Management Benefits
More Time for Client-Facing Activities
Get Time Back with Friends & Family
Refocus Your Team's Efforts on Growth
Your Clients' Benefits
Timely Insights & Communication
Presentations to Grasp Topics More Easily
More Consistent Portfolio Construction
Pricing Based on Seats, Not AUM
Consistent Pricing as You Grow
Save Costs on Existing Subscriptions