Our Company

Investor Desktop is a web site that can be white-labeled for any financial services organization to give clients and potential clients a place to browse for information and tools to assist them with clarifying their own needs for financial products and services. It responds to consumers' interest to be much closer involved in formulating strategies, selecting products and services and evaluating alternatives in the pursuit of their own financial plan.

The objective of the Investor Desktop site is not to remove the intermediary from the financial planning process but rather to connect the visitor to the site to the financial planner, agent, broker, representative or whatever the intermediary is called in your organization.

Investor Desktop offers its customizable technology to financial services organizations that want to incorporate this technology into their existing web sites. For those who do not presently have a web site or who would like to create a new presence on the Internet, Investor Desktop will develop private-labeled web sites for companies and professionals that seamlessly incorporate any or all of our tools in one powerful package.