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Simple, Flat-Fee Pricing

Built for Wealth Managers of All Sizes

White Label Insights

Starts at $250/quarter
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)

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

Includes up to 5 users

Frequently Asked Questions

Additional questions? Email

Explore the Platform

Learn how 125+ wealth management firms are saving time, lowering costs, and growing their firms with MarketDesk.

MarketDesk Platform for Financial Advisors
MarketDesk Platform for Financial Advisors
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