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Malartu Foundations

Understanding the basic navigation and account administration of your Malartu Advisor account.

Before you can begin building dashboards and reports for clients it's important to understand how your Malartu account works. The Foundations course will walk you through navigating your Malartu account, connecting data sources, adding new dashboards, adding users, and adding new clients.

After completing this course you will be prepared to manage your advisory account for your firm as well as train clients on managing their own users and team within their accounts.

This course is constantly improving, so enroll now and help shape the future of Malartu certifications!


Your Instructor


Sean Steigerwald
Sean Steigerwald

Hello! My name is Sean, I'm one of the founders here at Malartu and steward of all things product. I love helping our customers uncover new insights through our data platform. It's an incredibly rewarding experience watching new Malartu partners take hold of their accounts and start to unlock the full potential in what we've built here. I hope you enjoy these courses as much as I've enjoyed making them - I look forward to connecting on the comment boards and through our platform. Let's get building!


Class Curriculum


  Introduction
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  Navigating Malartu
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  Adding New Dashboards
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  Malartu Portfolios
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  File Storage
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  The Pre-Built Library
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  Looking to the Next Course: Dashboard Building
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Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund. If it's a free course and you think there's something missing, let us know! We're constantly improving our training modules and would love to hear your feedback.

Get started now!