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White Label Insights

Client-Friendly Newsletters & Charts for Financial Advisors

Save time, enhance your client experience, and grow your practice. Our team creates institutional quality insights. You customize the material with your brand. Your clients and prospects receive timely market insights from your firm.

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Client Newsletters

White Label Insights - Quarterly Client Letters
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

White Label Insights - Monthly Client Letters
Monthly Client Letters
 

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

 

View Sample

Compliance Support

White Label Insights - Chart of the Month
Chart of the Month
 

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

 

May 2022 Sample

April 2022 Sample

Client Presentations

White Label Insights Client Presentations
Asset Allocation Presentation
 

Market History, Financial Planning Concepts, & Investor Lessons

White Label Insights Client Presentations
Stock Market Presentation
 

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

White Label Insights Client Presentations
Credit Market Presentation
 

Interest Rates, Credit Spreads, Inflation, Performance, & Federal Reserve

Client Webinars

White Label Insights Quarterly Webinar Slides
Prebuilt Webinar Slides
 

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

White Label Insights Quarterly Webinar Scripts
Prewritten Script
 

Full prewritten script with client-friendly talking points for each slide.

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Key Benefits

 Upgrade Your Client Communication – Elevate client engagement with timely market insights and effortless explanations of investing and financial planning concepts. Help guide clients and prospects to prioritize their long-term goals and stay calm during periods of market volatility.


 Higher Quality Content in Less Time – Communicate with more confidence. Access a comprehensive library of easy-to-use client insights, saving you hours of time spent researching and drafting client communication from scratch. White Label Insights allow you to deliver valuable insights quickly and easily.



 Stand Out & Convert More Prospective Clients – Differentiate your firm and stay top of mind with prospective clients by regularly providing value-add insights.

How it Works

1

The MarketDesk team crafts client-friendly communication.

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

MarketDesk White Label Insights for Financial Advisors

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You receive ready-to-use insights. Simply add your firm's brand.

Add your firm's logo to the Word and PPT materials to start using them right away.

MarketDesk White Label Insights for Financial Advisors

3

Save time to focus on clients and growing your firm.

Focus on growth instead of spending hours each month writing client insights.

Automate & Simplify

Refocus Your Time on Growth

Convert More Prospects

Client Insights You Receive Every 90 Days
Delivered in Word & PowerPoint Files

MarketDesk White Label Insights for Financial Advisors

Explore the Platform

Learn how 125+ wealth management firms are saving time, lowering costs, and growing their firms with MarketDesk.

MarketDesk White Label Insights for Financial Advisors
MarketDesk White Label Insights for Financial Advisors
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