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Free Weekly Training for Advisors

Learn how to structure, setup, and optimize your Malartu accounts and supercharge your advisory services


On Demand Events

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Malartu Training | Getting Started for Advisors

About 35 minutes

 

Join us for a weekly training session every Wednesday at 2pm EST

You’ll learn things like:

  • How to setup your first accounts

  • How to build your first boards and blocks

  • How to invite clients into their accounts

  • How to present data and run advisory meetings with Malartu

  • How to setup alerts and publish new templates


Want to learn how advisors are using Malartu?