A high-end life insurance-focused wealth management firm has been working with Sapling for over 2 years on modelling to assist with selling policies to ultra-high-net-worth individuals and not-for-profit organization
Our work involves modelling life insurance policies to show users the benefits of participating in insurance for both corporate and personal investments. Modelling involves the complexities of tax, including RDTOH, CDA, etc.
One of our regular deliverables leverages a previously developed personal finance model with thousands of rows implementing RRSPs, TFSAs, corporations (including SBD, GRIP, etc.), detailed T1/T2 calculations, etc.
Our work in terms of both modelling and sales meetings has added significant credibility to our client, who has closed numerous large cases with our support
An investment firm focused on providing growth capital has engaged us to perform a detailed review of their investment reporting software, including recommendations for enhancement of the current investment reporting process.
The company was looking for a centralized database to replace outdated software, with the ability to quickly create reports in company specific formats for compliance reporting, and to generate management insights on net asset value trends by class and over time.
