White Label Insights
Client Communications & Marketing for Wealth Managers
Upgrade your communications strategy to save time, increase client engagement, and grow your practice. Our team creates institutional quality market insights. You customize the material with your brand. Your clients receive value-add insights from your firm, with your logo.
Watch 3 Minute Demo
Asset Allocation Presentation
Market History, Financial Planning Concepts, Investor Lessons.
Stock Market Presentation
Equity Performance, Earnings, Valuations, Factors and Intl. Markets.
Credit Market Presentation
Interest Rates, Credit Spreads, Performance, Fed Reserve, & Inflation.
Prebuilt Webinar Slides
Highlights timely themes driving the market narrative and impacting client portfolios.
How it Works
The MarketDesk team crafts client-friendly communication.
Insights built for newsletters, webinars, client meetings, social media and more.
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.
Save Time & Focus on Growth
Focus on growth instead of spending hours each month writing client insights.
Automate & Simplify
Refocus Your Time on Growth
Convert More Prospects