top of page

Simple, Flat-Fee Pricing

Built for Wealth Managers of All Sizes

MarketDesk is a Preferred Vendor on several broker platforms
Contact Us to see if you firm is eligible for 20% Discounted Pricing

White Label Insights

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

Includes up to 5 users

Expanded White Label Insights

Chart of the Month (12)

Quarterly Webinar & Script (4)

Market Talking Points (12)

Model Portfolios

ETF Models (4)

Stock Models (5)

Investment Committee Tools

Quantitative Indicators

Model Signals

Additional Resources

Access to MarketDesk Team

Combines White Label Insights and Research Tools, plus:

Full Platform Access

Includes up to 5 users

Frequently Asked Questions

Additional questions? Email

  • What is MarketDesk?
    Founded in 2019, MarketDesk is a flat-fee subscription platform that 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 160+ 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.
  • 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.
  • 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.
  • Is Free Trial Access Provided?
    Yes – Visit to start your free 14-day trial.
  • Can I Demo the Platform?
    Yes – See below to get started. Watch Demo On-Demand: Schedule In-Person Demo:

Explore the Platform

Learn how 160+ wealth management firms are saving time, lowering costs, and growing their firms with MarketDesk.

MarketDesk Platform for Financial Advisors
MarketDesk Platform for Financial Advisors
bottom of page