WFP®

Financial Planning

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INTRODUCING WFP®

A specialised forecasting and planning system for the financial services industry.

“The ability to generate standardised output of a quality that can be used directly in governance and board-level risk meetings is far ahead of other products and the capability to offer IRR and liquidity forecasting in one integrated product is market leading”
Richard Pickles, Liquidity Risk Consulting Limited
OVERVIEW

WFP® is a tool designed specifically for financial institutions to model their business operations.

The product enables institutions to model the launch of new products, redemptions, switches & withdrawals, payroll and all the businesses overheads under different scenarios with agility and accuracy. Quick and accurate business insight is at your fingertips.

Engage your stakeholders with WFP® to gain confidence of financial success in all circumstances by producing clear and concise forecasts.

KEY PRODUCT BENEFITS

How WFP® can support your business

  • Forecast & budget monthly income statements and balance sheets for up to 6 years ahead
  • Produces complex and detailed plans for varying business scenarios
  • Maintain and report capital and liquidity positions
  • Access the information needed for ICAAP & ILAAP production quickly and easily
  • Full overhead budget submission & approval audit trail and sophisticated payroll planning
  • Designed specifically for the financial services industry
CASE STUDY

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Our live demos are personalised to answer your specific questions and provide insight into how to get the most value from Whistlebrook products.

REQUEST A DEMO
WHY CHOOSE WFP®

Improve forecasting accuracy

With unlimited modelling scenarios, quickly predict future financial positions with precision
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WHY CHOOSE WFP®

Detailed business insight

Forward planning for all areas of financial services businesses including overheads, payroll and fixed assets
WHY CHOOSE WFP®

Grows with your business

A fully scalable product that works for organisations of all sizes and complexities
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WHY CHOOSE WFP®

Handles complex data with ease

Negate your reliance on cumbersome spreadsheets to manage forecasting and future planning
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Latest articles relating to Financial Planning

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WHAT NEXT ?

It starts with a conversation; let's discuss your business challenges.

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