White Label Insights
Client-Friendly Newsletters & Charts for Financial Advisors
Save time, enhance your client experience, and grow your practice. Our team creates institutional quality insights. You customize the material with your brand. Your clients and prospects receive timely market insights from your firm.
Client Newsletters
Quarterly Client Letters
3-4 page discussion of recent market and economic events with a look ahead to the next quarter.
Monthly Client Letters
Single-page, quick-read update with client-friendly commentary and market data.
Chart of the Month
Timely analysis highlighting key market and economic themes impacting client portfolios.
Client Presentations
Asset Allocation Presentation
Market History, Financial Planning Concepts, & Investor Lessons
Stock Market Presentation
Equity Performance, Earnings, Valuations, Factors & Intl. Markets
Credit Market Presentation
Interest Rates, Credit Spreads, Inflation, Performance, & Federal Reserve
Client Webinars
Prebuilt Webinar Slides
Highlights timely themes driving the market narrative and impacting client portfolios.
Prewritten Script
Full prewritten script with client-friendly talking points for each slide.
Key Benefits
✓ Upgrade Your Client Communication – Elevate client engagement with timely market insights and effortless explanations of investing and financial planning concepts. Help guide clients and prospects to prioritize their long-term goals and stay calm during periods of market volatility.
✓ Higher Quality Content in Less Time – Communicate with more confidence. Access a comprehensive library of easy-to-use client insights, saving you hours of research and creating client communication from scratch. White Label Insights allow you to deliver valuable insights quickly and easily.
✓ Stand Out & Convert More Prospective Clients – Differentiate your firm and stay top of mind with prospective clients by regularly providing value-add insights.
How it Works
1
The MarketDesk team crafts client-friendly communication.
Insights built for newsletters, webinars, client meetings, social media and more.
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2
You receive ready-to-use insights. Simply add your firm's brand.
Add your firm's logo to the Word and PPT materials to start using them right away.
3
Save time to focus on clients and growing your firm.
Focus on growth instead of spending hours each month writing client insights.
Automate & Simplify
Refocus Your Time on Growth
Convert More Prospects
Client Insights You Receive Every 90 Days
Delivered in Word & PowerPoint Files
MarketDesk Solutions
Built for Financial Advisors
PLUS