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.
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.
Client Presentations
Asset Allocation Presentation
Market History, Financial Planning Concepts, Investor Lessons.
Stock Market Presentation
Equity Performance, Earnings, Valuations, Factors and Intl. Markets.
Credit Market Presentation
Interest Rates, Credit Spreads, Performance, Fed Reserve, & Inflation.
Client Webinars
Prebuilt Webinar Slides
Highlights timely themes driving the market narrative and impacting client portfolios.
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.
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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 Your Time on Growth
Convert More Prospects