A SERIOUS MODELING PLATFORM

The Whitebirch platform is unmatched in the universe of financial modeling software. It is architected for one purpose – exceptional financial modeling.

DESIGNED FOR COLLABORATION

Whitebirch is a complete, end-to-end modeling platform that addresses the needs of all stakeholders – from the business analyst to the C-Suite.

Board Quality Presentations

Make your financial story come to life by dynamically changing your assumptions and leveraging the platform's built-in presentation capabilities.

News & Insights

ORANGE, CA – Sept. 6, 2018: As higher education institutions plan for the future, chief financial officers must balance their strategic plans and spending projections against the projected growth and composition of their endowment.

Chapman University has created a prospective view of this balancing act by utilizing sophisticated financial modeling across a ten-year...

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How are decisions made in your organization?

Does the boss ask everyone what they think but then go with a gut feeling?

Perhaps leadership simply votes and the privileged vocal majority hold sway?

Maybe your company attempts to keep up with the times by insisting that every choice is a “data-driven decision” but no one really knows what that means. Data is great if you can...

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The point of financial modeling

Understanding Your Financial Future

Financial Modeling is about decision-making. The whole point of building a financial model is to better understand your financial future. You have an organic business where the variables will change in the future – and you want to know what will happen. PFM Solutions President, Brett Matteo, offers his views on this important topic.

Whitebirch solves for:

Markets we serve

MORE ANSWERS FROM YOUR MODEL

MORE ANSWERS FROM YOUR MODEL

Whitebirch owns a patent for a revolutionary concept known as layering. Using layers, every line item can have any number of versions (i.e. plan, budget, actual or base, best and worst). This gives stakeholders the ability to get more answers from their models. PFM Solutions CTO Kel Hoffmann explains.

Whitebirch Serves Serious Modelers across All Industries

  • Stonewall Kitchen are whitebirch financial modelers
  • Telecom Management Services are whitebirch financial modelers
  • UCSD are whitebirch financial modelers
  • Vornado are whitebirch financial modelers
  • University of Arizona are whitebirch financial modelers
  • Wofford College are whitebirch financial modelers
  • Emerson College are whitebirch financial modelers
  • The Williston Northampton School are whitebirch financial modelers
  • Emmanuel College are whitebirch financial modelers
  • Academy of the Holy Names are whitebirch financial modelers
  • Flagler College are whitebirch financial modelers
  • Franklin and Marshall College are whitebirch financial modelers
  • Gonzaga University are whitebirch financial modelers
  • Indiana Tech are whitebirch financial modelers
  • Mercy College are whitebirch financial modelers
  • Northeastern University are whitebirch financial modelers
  • St. Michael's College are whitebirch financial modelers
  • Texas Tech University are whitebirch financial modelers
  • UNC Charlotte are whitebirch financial modelers
  • Student Affairs at the University of California are whitebirch financial modelers
  • University of Maryland Baltimore County are whitebirch financial modelers
  • Bio-Rad are whitebirch financial modelers
  • The University of Nebraska Lincoln are whitebirch financial modelers
  • Cheeseman are whitebirch financial modelers
  • The University of the District of Columbia are whitebirch financial modelers
  • Houston Baptist University are whitebirch financial modelers
  • Huntsville Utilities are whitebirch financial modelers
  • Chiesi are whitebirch financial modelers
  • The City of Burlington Vermont are whitebirch financial modelers
  • GAR Products are whitebirch financial modelers
  • The City of La Quinta are whitebirch financial modelers
  • Ben Lomand are whitebirch financial modelers
  • The City of Napa are whitebirch financial modelers
  • GVNW are whitebirch financial modelers
  • The Township of Lower Merion are whitebirch financial modelers
  • Intuitus are whitebirch financial modelers
  • Pittsylvania County are whitebirch financial modelers
  • Goodwill North Georgia are whitebirch financial modelers
  • Lafayette College are whitebirch financial modelers
  • The Agnes Irwin School are whitebirch financial modelers
  • Massachusetts Housing Partnership are whitebirch financial modelers
  • Saskatchewan Ministry of Education are whitebirch financial modelers
  • Starwood Property Trust are whitebirch financial modelers

PFM Solutions

PFM Solutions LLC (PFM-S) focuses exclusively on developing and delivering best-of-breed financial modeling technology and services to public and private markets. We have a 10-year track record of helping clients with mission-critical strategic decision-making.

Thomson-Reuters has ranked our financial advisory team number one in the nation for the last 18 years.

At PFM, financial and investment advisors partner with clients to transform their world. Clients have individual needs, and PFM’s tailored advice reflects this. PFM combines superior financial advice, disciplined management and ingenuity to build, power, move, and educate.