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.
Monthly Client Letters
Single-page, quick-read update with client-friendly market commentary and market data.
Chart of the Month
Timely analysis highlighting key market and economic themes impacting client portfolios.
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.
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