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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. 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
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Client Newsletters

Quarterly Client Letters

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


View Sample

Compliance Support

Monthly Client Letters

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


View Sample

Compliance Support

Chart of the Month

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


May 2022 Sample

April 2022 Sample

Client Presentations

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.

Client Webinars

Prebuilt Webinar Slides

Highlights timely themes driving the market narrative and impacting client portfolios.

Prewritten Script

Full pre-written script with client-friendly talking points for each slides.

How it Works


The MarketDesk team crafts client-friendly communication.

Insights built for newsletters, webinars, client meetings, social media and more.

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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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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

Grow Your Practice

Schedule a 15-minute conversation to learn more

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