Free Weekly Training for Advisors
Learn how to structure, setup, and optimize your Malartu accounts and supercharge your advisory services
On Demand Events
Malartu Training | Getting Started for Advisors
About 35 minutes
Schedule an individual training session with a member of our customer success team
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