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Solutions for Wealth Managers & Institutional Inventors of All Sizes

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$59 / Month

Billed Annually Per Firm

Quarterly Chartpacks

Quarterly Client Letters

Compliance Support Files

Audio Versions

Your Logo & Branding

Ability to Customize



Pricing Based on User Count

4-Week Free Trial

Asset Allocation

Model Portfolios

+30 Strategic Ratings

Portfolio Strategy

Thematic Research

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Custom Enterprise

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MarketDesk Research can partner with your firm to deliver resources across your entire organization.


We can provide custom content for your platform or simply provide access to our subscription services for your investment team or affiliated advisors in the field. In short, we have the flexibility to offer comprehensive investment research and client communication solutions to meet your firm's specific needs.


What is MarketDesk Research?


Founded by a Goldman Sachs research team in 2019, MarketDesk Research was built to offer investment research and market insights to wealth advisors and institutional investors. Our solutions include strategic and tactical investment research, model portfolios, and white label insights.

What research areas does MarketDesk cover?


MDR provides Strategic Ratings (12-18 month horizon) and asset allocation analysis across U.S. and International Equities, Credit, Sectors, Factors, and Economics. Additionally, MDR offers Tactical Idea Generation (3-12 month horizon) across industries, international countries, and global themes. 

Who uses MarketDesk Research?


MDR's solutions are trusted by RIAs, Family Offices, Hedge Funds, Mutual Funds, Wirehouse advisors, Institutional Investors and Endowments.

Do you have a firm brochure?


Yes, you can download our firm brochure here.

How do wealth advisors use MarketDesk Research?


Our analysis helps wealth managers make optimal and informed portfolio decisions. MDR has the flexibility to be an extension of your investment committee and provide data-driven perspectives. 

How do institutional investors use MarketDesk Research?


Research analysts and portfolio managers use MDR's independent research and idea generation to challenge internal viewpoints through thought-provoking analysis. 

Does MarketDesk Research offer enterprise pricing?


Yes, MarketDesk Research offers enterprise pricing with volume discounts for large firms. Email

Are discounts offered to newly established firms?


Email to learn more about the "Emerging Firm" discount for teams with < $100 million in assets.

We're a non-profit, is there special pricing available?


Yes, we offer special pricing for qualified non-profit organizations. Email to learn more.

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