Unlike current approaches, our mind mapping-like data visualization is powered by deep 3rd party API integrations. We dynamically update scenarios over time, and bridge the communication gap between consultants and their multiple stakeholders.
Model scenarios visually. No formulas.
Communicate with clients in a language they understand.
Present multiple concurrent scenarios in real-time.
This is where you build your scenario decision trees. Connect together pre-built “nodes” to model countless concurrent scenarios, calculations, and projections.
Or use our templates to pre-populate the Scenario Canvas.
The volume of options can be overwhelming for most clients. Use our Decision Engine to sort all of their Scenario Threads based on cash flow, net worth, sentiment feedback, or any other data type.
Track, favorite, and follow the most popular, or most profitable, series of options.
Each Scenario Thread generates a unique outcome. Use whatifi’s API integrations to dynamically update each scenario daily.
Things change. Our analytics tools keep you informed as your client progresses towards their long-term goals.
The common client journey has five stages. At whatifi, we provide an integrated platform for advisors to automate and improve all five of these phases.
Provide a unique, client-first experience that highlights and showcases your skills, expertise, and advisory strengths.
Things change fast. Leverage our API integrations to collect and update your client's data daily with minimal manual entry.
Calculate and compare, in real-time, all of the options. No formulas to change. No cells to overwrite.
Most people don't speak spreadsheet. Collaborate, share, and present scenarios in our intuitive decision tree-like format.
With our dynamically generated scenarios, key stakeholders can actively monitor actions, progress, and setbacks.
The whatifi visual approach to financial projections is unique. Here is how we are helping SMBs, advisors, and consultants answer their clients' biggest whatifis.
What if we lease a larger office? With commercial rent at new lows we can expand into our dream space. Or should we embrace a full work-from-home model? A hybrid model?
My clients are not CFOs. They are passionate business owners that I walk through each step of their business journey. Being able to show them a whatifi instead of a P&L is a communication game changer.
What if we build our mobile application overseas? Or hire locally? Does the exchange rate make it worthwhile? Will I miss out on tax credits? Should I hire someone to manage it or do it myself?
We have an inexpensive acquisition opportunity in Vietnam, or we can build from the ground up locally? What about in Canada? Should I consolidate my support overseas to save costs?
Our scenarios are dynamic and leverage a host of partner integrations. We are constantly adding new data sources that keep your scenarios live and up-to-date.
Our cloud-based, SaaS solution is engineered to be niche agnostic, whether it is a small business owner sourcing product lines, a restauranteur strategizing a second location, or a multi-national organization modelling projections for a new overseas office.