The New Malartu Platform
Emailed on August 16th, 2019 in The Friday Forward
For the last few months our engineering team here at Malartu has been hard at work developing the next generation of the Malartu platform. We built this platform from the ground up, taking everything we've learned about how the best advisors serve their clients and laying the foundation for what will become the #1 business analytics tool on the planet.
Here are just a few things we've added:
All new client account navigation: Seamlessly navigate between client accounts
Advisory management: Manage all client accounts, your pricing strategy, and advisory profitability
Data interoperability: Work with data between multiple accounts, paving the way for global dashboards, client portfolio monitoring, benchmarking, and more.
Data caching: Experience unprecedented data load speeds when building out blocks and boards.
Data grouping: Group metrics across any connected integration. Metric groups automatically update as the source updates.
Branding and subdomains: add a custom subdomain to all your Malartu accounts along with your advisory's logo and theme colors.
Things you can expect in the near future:
All new integrations: From time-tracking to eCommerce performance to investment holding values, Malartu will be your single-pane-of-glass for all client analytics
Templates: An expanded library of pre-built boards, blocks, and custom metrics
Collaboration: Annotate any board or snapshot and start a dialogue with your clients directly from your Malartu accounts. Your service just got scalable.