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White Label Insights

Do you want to impress current clients, win prospective clients, and stand out from the competition? 


Increase client engagement and grow your practice with white label insights. Our team writes the content. You customize and brand the content as your own. Clients receive timely market insights from you.

Automate. Simplify. Grow.

Build Stronger Client Relationships

Stand Out & Reach More Prospects

Learn More

What's Included?

✓  8 Customizable Monthly Insights  —  Sample >

✓  4 Customizable Quarterly Insights  —  Sample >

✓  12 Audio / Podcast Files  —  Sample >

✓  12 Compliance Support Files  —  Sample >

Get Started


1-month Commitment

Renews Monthly

12-month Commitment

Renews Annually

How It Works


Automate Content Production

Our team provides timely market insights with easy-to-understand graphics. You add your logo, contact information, and compliance disclosures.


Build Your Brand

Distribute your branded content via email, website blog, and social media. Differentiate your business by educating current clients and reaching more prospective clients.


Grow Your Practice

Increase client satisfaction and spend more time engaging with prospects.

Supercharge Your Marketing

It's not just one piece of content. White Label Insights can be used in a variety of ways and across multiple platforms.

Email/Direct Mail: Send your branded market insights to current clients, prospective clients, family, and friends.

Website Blog: Post monthly and quarterly market insights to your firm’s blog. Gather prospective client emails that sign up to receive your market insights.

Social Media: Share branded market insights on your personal and firm social media accounts.


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. Each monthly market insight provides a discussion of the most recent month's market-moving news, including an explanation of what factors drove the market. 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. Monthly and quarterly insights include charts showing the performance of major asset classes during the period. 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 alter White Label Insights?

Yes. If you would prefer to add additional commentary, you can edit the document as you see fit to include your own opinions and market insights.

How can I customize White Label Insights?

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?

All white label content, including the customizable market insights, compliance support package, and audio file are emailed directly to you.

When will I receive the White Label Insights?

All white label content is delivered to you by the third day after each period ends. For example, monthly insights are delivered the third day after month-end. Quarterly insights are delivered the third day after quarter-end. A monthly insight is not provided during months when a quarterly insight is provided.

How do I brand the White Label Insights when I receive them?

Our team produced a step-by-step video showing how to brand the white label content as your own. All you need to brand the content is your firm’s logo, contact information, and compliance disclosure.

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 either billed monthly at $59/month or annually at $595/year. Once your payment is received, we'll send you the most recent insights to get started right away.

When does the service renew?

The service renews on an annual basis.

How can I contact the Client Service team?

Send us an email at

Additional Questions?

Schedule a time to talk to our team. We are happy to answer any questions you may have!

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