Business introduction
Simplifying Portfolio Management & Client Communication for Advisors
Built for financial advisors, MarketDesk serves as a seamless extension of your team and expands your firm's services. You gain a long-term partner while saving time and reducing costs
Founded in 2019, MarketDesk provides financial advisors with a full suite of institutional tools to scale their businesses, save time, and enhance their client offerings. Our platform is designed to serve as a seamless extension of your team, expanding your portfolio management and client communication capabilities virtually overnight.
With turnkey solutions ranging from asset allocation tools and ETF Model Portfolios to White Label Stock Models and White Label Client Communication, MarketDesk adds efficiency to your existing workflows.
Trusted by 150+ wealth management firms, we are committed to being your long-term partner and helping you grow your business.
MarketDesk Solutions
MarketDesk Professional
Professional is the most popular subscription package, consolidating all of your research into one source. Starting at $149/month for a full team, MarketDesk Professional is a wealth of knowledge. The subscription includes access to all Core and Idea Generation reports including our award winning Weekly MarketGuide. The Professional package also includes premium access to......
business needs
view solutionMarketDesk White Label
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 ...
