Turn hesitant clients into confident decision-makers. Generate professional Decision Dossiers that stress-test their biggest financial choices in minutes.
Trusted by financial advisors and real estate professionals
Every day, you field questions that require complex scenario analysis
Questions you hear every single day
"Should I buy now or wait for rates to drop?"
"Can I afford this renovation after closing?"
"What if property values drop next year?"
"Should we sell our current home first?"
Stop spending hours on back-of-the-napkin math
Generate professional Decision Dossiers that answer these questions with data, not opinions
Create a comprehensive analysis during your consultation. Input basic client data and generate instant scenarios.
6 expert AI personas analyze each scenario - from behavioral economists to risk managers to career coaches.
Show clients best-case, expected, and worst-case outcomes. Build confidence through transparency.
Side-by-side comparisons of competing options. Net worth projections. Cash flow analysis. All visual.
Export PDF dossiers with your branding. Share links that keep clients engaged with your analysis.
Reduce decision paralysis. Clients who see data-backed projections move forward 3x faster.
Whatify pays for itself after just one closed deal
Clients move from "thinking about it" to signing in days, not months
Clients report higher confidence when shown stress-tested scenarios
Clients who receive reports refer more often than those who don't
From client meeting to Decision Dossier in 3 simple steps
During your consultation, input basic financial details: income, savings, debt, and the decision at hand.
Our AI stress-tests the decision against market volatility, life events, and financial risks in real-time.
Export a branded PDF or share a live link. Client sees projections, AI insights, and risk analysis.
"Whatify has become my secret weapon. I show clients the stress-tested numbers, and objections melt away. My close rate is up 40% this quarter."
"Before Whatify, buyers would agonize for weeks. Now I show them worst-case scenarios during our first meeting. They sign offers the same day."
Join the waitlist for Whatify Pro. Early adopters get lifetime discounts and white-label options.
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