Meeting Room
Chart Packs
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Client Letters
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White Label Insights

Your Marketing & Client Communications Team for 1% the Cost 


Increase client engagement and grow your practice with white label insights. Our team creates the content. You customize the insights with your brand and clients receive timely market insights.

Automate. Simplify. Grow.

Build Stronger Client Relationships

Stand Out & Convert More Prospects

Learn More


What's Included?

✓  4 Quarterly Chart Packs  Sample >

✓  4 Quarterly Client Letters  Sample >

✓  Audio / Podcast Versions  Sample >

✓  Compliance Support Files  Sample >

Get Started

All Subscriptions Billed Annually

Your New Marketing Toolbox


Instructional Videos

Quarterly Chart Pack

Watch this video to understand how you can edit the Quarterly Chart Pack which is delivered as a PowerPoint document.

Market Commentary

Watch this video to understand how you can edit the Quarterly Market Commentary which is delivered as a Word document.



How often is the data updated and when will I receive it?

All of the material is updated quarterly and emailed directly to you the first week of each new quarter.

What type of market commentary is typically included in the White Label Insights?

All white label insights are written in client-friendly language and intended to provide high-level market commentary. Quarterly insights provide a macro discussion of the most recent quarter and an outlook for the quarter ahead, including a general analysis of risks and opportunities. All white label content avoids making market predictions.

Can I use the White Label Insights without making any edits?

Yes. All white label content is designed to be used “as is”, meaning you can brand the content with your firm’s information, get compliance approval, and start using it right away. 


Can I customize White Label Insights?

Yes. If you would prefer to add or remove commentary, you can edit the document as you see fit to include your own opinions and market insights. Additionally, we encourage you to customize the white label content. Announce firm accomplishments and awards. Highlight firm employees. Share media appearances. Introduce summer interns. Notify clients of upcoming events. Add a lifestyle section. Reference exciting events in your local community. The possibilities are endless!

How are White Label Insights distributed to me?

All white label materials are emailed directly to you. The client letter is delivered as a Word document and the chart pack is delivered as a PowerPoint document. Both can be edited.

How do I brand the White Label Insights?

Our team will provide you with step-by-step videos on how to brand the content as your own. All you need to do is add your firm’s logo, contact information, and compliance disclosures.

What does the compliance support package include?

To simplify compliance approval, our team provides a compliance support package that includes all relevant information for cited numbers and embedded charts. All you need to do is send the compliance support package along with your branded market insights to your compliance team.

How are White Label Insights billed?

White Label Insights are billed annually. Once your payment is received, we'll send you the most recent insights to get started right away. Your subscription will renew on an annual basis unless our team is notified otherwise.

How can I contact the Client Service team?

Email the team at

Schedule Demo

Schedule a time to learn more about the White Label Insights offering