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Simple, Flat-Fee Pricing
Built for Wealth Managers of All Sizes
MarketDesk participates in several Vendor Affinity Programs.
Contact Us to see if your firm is eligible for a 20% lifetime discount.
White Label Insights
$83/month
Pricing per firm
White Label Newsletters
Monthly Client Letters (8)
Quarterly Client Letters (4)
White Label Presentations
Asset Allocation
Equity Markets
Credit Markets
Global Economics
Compliance Support Files
Packets sourcing all data / info for easy retention and approval
Macro Strategy & Analysis
Asset Allocator's Guide
Strategy Snapshots
Monthly Roundup
The Weekly Note
Core Ratings Reports
Sectors & Industries
Equity Factors
Credit Markets
International Regions
Global Economics
Tactical Idea Generation
U.S. Stock Scores & Ideas
Tactical ETF Tradebook
Research Tools
$200/month
Includes up to 5 users
Expanded White Label Insights
Chart of the Month (12)
Quarterly Webinar & Script (4)
Model Portfolios
ETF Models (4)
Stock Models (5)
Investment Committee Tools
Quantitative Indicators
Model Signals
Client Talking Points
Additional Resources
Access to MarketDesk Team
Combines White Label Insights and Research Tools, plus:
Full Platform Access
$275/month
Includes up to 5 users
Frequently Asked Questions
Additional questions? Email Info@MarketDeskResearch.com
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What is MarketDesk?Founded in 2019, MarketDesk provides financial advisors with a full suite of institutional tools to scale their businesses, save time, and enhance their client offerings. Our platform is designed to serve as a seamless extension of your team, expanding your portfolio management and client communication capabilities virtually overnight. With turnkey solutions ranging from Asset Allocation Tools and ETF Model Portfolios to Quantitative Equity Indices and White Label Client Communication, MarketDesk adds efficiency to your existing workflows. Trusted by over 125 wealth management firms, we are committed to being your long-term partner and helping you grow your business. Experience the benefits of a cost-effective solution and reach out to us today.
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Why do Financial Advisors use 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.
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Do you Charge Basis Points Fees on my Assets?No – MarketDesk has zero asset base fees. Our flat-fee subscription pricing is based on user seats, not AUM.
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Is Free Trial Access Provided?Yes – Visit www.MarketDeskResearch.com/trial to start your free 14-day trial.
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Can I Demo the Platform?Yes – See below to get started. Watch Demo On-Demand: www.MarketDeskResearch.com/getstarted Schedule In-Person Demo: www.MarketDeskResearch.com/demo
MarketDesk Solutions
Built for Financial Advisors
PLUS
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