Meeting Room

White Label Insights

Client Communications & Marketing for Wealth Managers

Upgrade your communications strategy to save time, increase client engagement, and grow your practice. See how prebuilt market insights make it seamless to communicate with current clients and convert a higher percentage of prospective clients.

 

Our team creates the content. You customize the insights with your brand. Your clients receive value-add insights from your firm.

Quick Links

Sample Client Letters

Quarterly Client Letters
 

3-4 page discussion of recent market and economic events with a look ahead to the next quarter.

 

Download Sample

Monthly Client Letters
 

Single-page, quick-read update with client-friendly market commentary and market data.

 

Download Sample

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Chart of the Month
 

Timely analysis highlighting key market and economic themes impacting client portfolios.

 

Download Sample

Sample Presentations

Quarterly Webinar & Script
 

Prebuilt webinar slides with key talking points. The 10 charts focus on timely themes driving the market narrative and impacting portfolios.

Off the Shelf Presentations
 

Prebuilt presentations across key market topics. Great for 1:1 conversations with clients. ~60 total slides across all presentations.

 

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, send it to compliance for quick approval, and start using it right away.

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3

Save Time & Grow Your Practice

Focus on growth instead of spending hours each month writing client insights.

Automate & Simplify

Refocus Saved Time on Growth

Convert More Prospects

White Label Resources

Grow Your Practice

Schedule a 15-minute conversation to learn more