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Perfect timing! October is Financial Planning Month and we are launching our next major release at the end of the month! More events. More modules. More templates. And our NEW advisor dashboard!
We help your team remotely build and plan scenarios with your clients.
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whatifi evolves how you connect with your clients.
whatifi is a highly visual, formula and spreadsheet-free, financial scenario builder and presentation platform for business advisors and consultants.Â
Unlike current approaches, our mind mapping-like data visualization is powered by external data integrations. Our scenarios update daily, and bridge the communication gap between consultants and their multiple stakeholders.
Model scenarios visually. No formulas.
No spreadsheets.
Communicate with clients in a language they understand.
Present multiple concurrent scenarios in real-time.
Questions we are answering for your clients
whatifi...
retire early
?
The Scenario Canvas
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.
Create Multiple Scenarios Visually
Create Scenarios from Pre-Built Templates
The Scenario Canvas
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.
Create Multiple Scenarios Visually
Create Scenarios from Pre-Built Templates
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The Decision Engine
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.Â
Track, favorite, and follow the most popular, or most profitable, series of options.
Sort and Present All Options at Once
Project and Calculate Multiple Concurrent Scenarios
Play Video
The Decision Engine
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.Â
Track, favorite, and follow the most popular, or most profitable, series of options.
Sort and Present All Options at Once
Project and Calculate Multiple Concurrent Scenarios
Goals, Analytics and Actions
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.
Create & Track Multiple Long-Term Goals
Follow Threads & Generate Notifications and Client Nudges
Goals, Analytics and Actions
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.
Create & Track Multiple Long-Term Goals
Follow Threads & Generate Notifications and Client Nudges
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where whatifi adds value
Acquisition, Onboarding, Calculation, Presentation, and Ongoing Analytics.
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.
01
Differentiate from your competition
Provide a unique, client-first experience that highlights and showcases your skills, expertise, and advisory strengths.
02
Dynamic onboarding with integrations
Things change fast. Leverage our API integrations to collect and update your client's data daily with minimal manual entry.
03
Multiple concurrent financial projections
Calculate and compare, in real-time, all of the options. No formulas to change. No cells to overwrite.
04
Talk to your stakeholders in a language they understand
Most people don't speak spreadsheet. Collaborate, share, and present scenarios in our intuitive decision tree-like format.
05
Track ongoing progress and key metrics
With our dynamically generated scenarios, key stakeholders can actively monitor actions, progress, and setbacks.
making bigger business decisions. better.
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?
Dave Conley
Production Manage - Post Production
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.
Geraldine
SMB Consultant
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?
Esteban
Fintech Entrepreneur
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?
Dave
CEO
Our Integrations
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.
what you get with
whatifi
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.
Active Features
- Google Drive-like scenario sharing
- Full Canadian Real Estate module
- Notifications, reminders & nudges
- Watch & follow scenario threads
- Complete library of pre-built templates
- Build & share your own templates
- Support for most North American banks
- Monitor and manage Client actions
- Export as CSV or standard financial reports
Launching Soon
- Wealth Management module
- Cohort analysis
- Quickbooks & Xero integration
- Custom Event builder
- International currency conversion
- Full US real estate support
- Stripe integration
- Dynamic input linking to your spreadsheets​
- Advisor dashboard
