Barton College selects Whitebirch Multi-Year Planning Platform

Tuesday, November 14, 2017

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Ayesha Mays
Communications Specialist

Barton College selects Whitebirch Multi-Year Planning Platform

PHILADELPHIA – November 14, 2017: Barton College, a private liberal arts college located in Wilson, North Carolina, has selected the Whitebirch Multi-Year Planning for Higher Education platform to meet their strategic planning and forecasting needs.  

“Our platform is an out-of-the-box solution which allows clients to quickly derive value from their investment”, explained Brandon Rosenbluth, Director of Client Services for the Whitebirch platform. “Barton’s Vice President for Administration and Finance will be using Whitebirch dashboards in his December Board meeting.”

Whitebirch Multi-Year Planning for Higher Education is a multi-year planning platform that quickly delivers to CFOs, Finance Directors, and their Boards the ability to isolate and analyze threats and opportunities in their financial future.

  • Delivered in the Cloud – no hardware or software to maintain
  • Built for Collaboration – version control issues are completely eliminated
  • Easy to Implement – average time to “go live” is 2-4 weeks
  • Best Practice Approach – leverages PFM’s long history helping higher education institutions solve budget and finance challenges


About PFM Solutions:

PFM Solutions LLC focuses exclusively on developing and delivering bestofbreed financial modeling technology and services to public and private markets. Our professionals have a 10year track record of helping clients with mission critical decisionmaking.​For more information about the Whitebirch Multi-Year Planning for Higher Education solution, contact Sunny Chun at or visit

About PFM
At PFM, over 600 employees - asset managers, financial advisors and consultants - partner with clients in every region of the country to transform their world. We combine superior financial advice, disciplined management and ingenuity to build, power, move, and educate.

PFM is the marketing name for a group of affiliated companies providing a range of services. All services are provided through separate agreements with each company. This material is for general information purposes only and is not intended to provide specific advice or a specific recommendation.

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