From serving existing clients to landing new ones, Malartu supercharges your service offering and helps you grow your advisory services.
Create Niche-Specific Dashboards
From visualizing KPIs for a pharmacy to a portfolio of single-family homes, Malartu can automate virtually any KPI report. Make custom calculations from one or multiple data sources with ease and deliver real insights for your niche client base.
Manage All Your Clients From One Place
Whether you have tens, hundreds, or thousands of clients, Malartu was designed to manage networks of businesses. Manage user access across all your client accounts from one simple interface.
Unlock Value from Your Client Portfolio
Sure, with each new client you grow your billables - but have you thought about the value in having hundreds of the same type of business in your network? Accountants use Malartu to generate detailed benchmark data sets across their entire portfolio.
Scale Your Business with Data
Turn your dashboards into templates and land new clients through the Malartu network. Our growing library of pre-built Blocks and Boards are leveraged by SMB’s every day to build insightful reports in just a few clicks. Each one generated by expert advisors like you.
Malartu is fully encrypted to the lowest level, keeping your client's data safe. Access security logs to understand who changed what throughout your organization.
Use our growing library of pre-built reports to instantly build helpful dashboards and blocks for clients. Create your own pre-built reports to use across your organization for certain business types.
Whether consolidating accounts for clients with multiple entities or benchmarking data across your client base, consolidate client data with ease.
Goals and Alerts
Create alerts and tolerances for certain metrics, alerting you when those metrics reach a certain level or threshold.
Intelligent data mapping means account names are uniform across your whole database, providing for quick analysis and benchmarking for any purpose.
More than Financial Data
Connect more than just financial data using our suite of integrations. Blend various data sources, build dashboards for all departments of a client's business.
Visibility and Flexibility
Create beautiful, custom dashboards with client data, adding value as an advisor and giving your clients an interface to interact with on a daily basis.
Use the Malartu API to pipe data from client accounts to your own database, custom model, or another tool automatically.