New York City

White Label Insights

Built for Wealth Managers to Help Simplify & Grow Your Practice

Solution Overview

 

Quick question - What product could (1) save you time, (2) increase client engagement, and (3) grow your practice? The Answer = White label insights. Our team creates the content. You customize the insights with your brand and clients receive timely market insights.

What's Included

  

  • Fully White Labeled Material

  • Quarterly Chart Packs

  • Quarterly Client Letters

  • Audio / Podcast Version

  • Compliance Support Files

About MarketDesk Research

 

Founded in 2019, our firm provides investment research and market insights for wealth advisors and institutional investors. Our solutions include white label insights, macro strategy, core ratings, tactical idea generation, and model portfolios.

FAQs

 

Who uses the white label insights?

Wealth Managers and Financial Advisors.

When are the insights sent out?

Within 1-3 business days of each new quarter.

Can I customize the white label insights?

Yes - The Client Letters are sent out as a Word documents and Chart Packs are sent as PowerPoint documents. If you would prefer to add or remove commentary, you can edit the document as you see fit to include your own opinions and market insights.

Are any additional resources being added to the solution?

Yes our team is constantly improving the platform. Currently in the development pipeline we have: Monthly Client Letters, Pre-Built Webinars for Marketing, and a Tech Enabled Portal for even easier distribution to your clients.

Get Your Free Sample Packet

We'll email you all the material

Client Letters

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Chart Packs

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Schedule Demo

Speak with our team to learn more about the full White Label Insights offering and get your questions answered.

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