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

Client Newsletters & Commentary

Quarterly Client Letters
 

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

 

View Sample

Compliance Packet

Monthly Client Letters
 

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

 

View Sample

Compliance Packet

SampleCOTM.JPG
Chart of the Month
 

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

 

View Sample

Client Presentations

SampleOTSP.JPG
Asset Allocation Presentation
 

Market History, Financial Planning Concepts, Investor Lessons. 

RegionalEquity.PNG
Stock Market Presentation
 

Equity Performance, Earnings, Valuations, Factors and Intl. Markets.

CreditSampleWL.PNG
Credit Market Presentation
 

Interest Rates, Credit Spreads, Performance, Fed Reserve, & Inflation.

Client Webinars

SampleQMP.JPG
Prebuilt Webinar Slides
 

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

WebinarScript2.PNG
Prewritten Script
 

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

 

How it Works

1

The MarketDesk team crafts client-friendly communication.

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

iMac & iPad (LARGE).png

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.

Sample Logo.png

3

Save Time & Grow Your Practice

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