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Malartu Review

7

·

Very good

Revainrating 4.5 out of 5  
Rating 
4.4
IT Infrastructure, Master Data Management (MDM)

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Description of Malartu

Malartu is a reporting platform for business advisors, their clients, and portfolios to distill actionable insights from financial and operational data.

Reviews

Global ratings 7
  • 5
    3
  • 4
    4
  • 3
    0
  • 2
    0
  • 1
    0

Type of review

Revainrating 4 out of 5

Malar tu has made an easy and user friendly difference

The best part about malar tu is that it provides all of our required information in one place at once with ease! It also has many different ways you can customize your reports which makes them more user friendly as well. I like how easy this program is to use because we don't have too much experience using spreadsheets or databases so everything was pretty new. Sometimes when i try doing something within malar tu my computer freezes up but thats just me being an idiot haha. Having access to…

Pros
  • Easy way for managers/supervisors without having IT knowledge.
  • Ability To manage employee performance easily
  • Very intuitive design, very organized layout
  • Provides insight across various departments quickly
Cons
  • Occasional crashes while entering data

Revainrating 5 out of 5

Powerful tool for investing and cash flow management

The integration with accounting software makes it super easy to pull in all of my accounts into one place where I can see everything at once! It's made tracking investments much more efficient by consolidating them instead of having separate apps/tools open on different screens. Having this functionality within our accounting system has been very beneficial overall - we are able to get an accurate summary report out every month that shows me exactly how each account balances vs. total holdings…

Pros
  • Also being linked through payroll is great too since employees input their W2s here while employers enter information about sick days / vacation hours via Payroll tab under "Time Off" section
Cons
  • There are troubles

Revainrating 4 out of 5

Mala Pro Processors - Best Overall Investment Performance Tracking Software

I love that it provides an easy way of accessing our portfolio information at any time or day so we can make decisions quickly without having to wait until close each month. It also has great tools like historical returns which allows us all in one place access to important numbers about performance over different periods (i.e., 5 years vs 10 year). The only thing i dislike about this software is how slow some functions are when using excel as your datasource since you have to manually…

Pros
  • Easy interface
  • Ability To track investment positions easily
  • Asset Allocation Analysis tool helpful.
  • User friendly Dashboard design
Cons
  • Not userfriendly enough, difficult data mapping process between database tables

Revainrating 4 out of 5

Malar tu has made an easy and user friendly difference

The best part about malar tu is that it provides all of our required information in one place at once with ease! It also has many different ways you can customize your reports which makes them more user friendly as well. I like how easy this program is to use because we don't have too much experience using spreadsheets or databases so everything was pretty new. Sometimes when i try doing something within malar tu my computer freezes up but thats just me being an idiot haha. Having access to…

Pros
  • Easy way for managers/supervisors without having IT knowledge.
  • Ability To manage employee performance easily
  • Very intuitive design, very organized layout
  • Provides insight across various departments quickly
Cons
  • Occasional crashes while entering data

Revainrating 5 out of 5

Powerful tool for investing and cash flow management

The integration with accounting software makes it super easy to pull in all of my accounts into one place where I can see everything at once! It's made tracking investments much more efficient by consolidating them instead of having separate apps/tools open on different screens. Having this functionality within our accounting system has been very beneficial overall - we are able to get an accurate summary report out every month that shows me exactly how each account balances vs. total holdings…

Pros
  • Also being linked through payroll is great too since employees input their W2s here while employers enter information about sick days / vacation hours via Payroll tab under "Time Off" section
Cons
  • There are troubles

Revainrating 4 out of 5

Mala Pro Processors - Best Overall Investment Performance Tracking Software

I love that it provides an easy way of accessing our portfolio information at any time or day so we can make decisions quickly without having to wait until close each month. It also has great tools like historical returns which allows us all in one place access to important numbers about performance over different periods (i.e., 5 years vs 10 year). The only thing i dislike about this software is how slow some functions are when using excel as your datasource since you have to manually…

Pros
  • Easy interface
  • Ability To track investment positions easily
  • Asset Allocation Analysis tool helpful.
  • User friendly Dashboard design
Cons
  • Not userfriendly enough, difficult data mapping process between database tables

Revainrating 5 out of 5

Easy to use investment reporting tool that everyone should use

The best thing about this software tool it has allowed me as an advisor to focus more of my time in helping our client's with investment decisions instead of trying to figure out how I am going to make money every month or year! It makes getting those reports together so easy that even if you have someone else doing most of your work they can still do all types of reports without any problems at all. There isn't anything really bad other than we are looking into having something added soon…

Pros
  • Very good product knowledge base documentation available anytime 24x7 anywhere through mobile device (tablet), web browser etc.
Cons
  • Not the best