Client Testimonials

Your Success is Our Goal

MarketDesk clients include RIAs, family offices, institutional investors, hedge funds, wirehouse advisors, OCIOs, and OSJ Platforms. See below to read testimonials from firms just like yours.

Client Testimonials

$400 Million RIA

Wealth Advisor

"Prior to using MDR, I would often get several daily emails full of various reports which would often bog me down trying to get through them all.  With the Friday emails I’m able to tackle the full extent of their research on my own time.  We have now started to expand upon their research and have brought to our clients a whole other suite of investment offerings / management.  Our clients have really embraced this additional research and often ask what insights I’ve read from their latest reports."

$360 Million RIA

Chief Investment Officer

“It has increased my personal bandwidth as my thoughts and ideas – whether macro and micro – are either augmented or expanded by MDR. Most Importantly, all of this info is presented in a way that does NOT leave me in a state of paralysis by analysis.”

$15 Billion Corporate Plan

Chief Investment Officer

“The MDR reports are so well designed and easy to consume that our team uses them as a starting point for regular discussions about the structure of our total portfolio. Because we don’t have to find and assemble the data or build the visualizations, this increase in efficiency fuels continuous improvement in our process.”

$100 Million Advisory Firm

Founding Partner

"The research saves me at least 20 to 40 hours a month (1-2 hours a day of research) as it quickly condenses a lot of information to focused topics and facts. I would be hard pressed to go back to my old way of gathering research on the markets that was more inefficient."

Learn how wealth advisors and institutional investors are leveraging MDR's data driven insights to make optimal, informed portfolio decisions.