Risk Profiling Tool for Financial Services Cloud for Salesforce AppExchange
Risk Profiling Tool for Financial Services Cloud is the #256 ranked finance app on Salesforce, with a free plan available, as of July 12, 2026.
Risk Profiling Tool for Financial Services Cloud is a Salesforce AppExchange app by Salesforce Labs.
AppRanks data: Risk Profiling Tool for Financial Services Cloud ranks #256 in Finance on Salesforce AppExchange, placing it in the top 48% of that category.
AppRanks verdict
Generated from live marketplace data — refreshed daily
Risk Profiling Tool for Financial Services Cloud is a newly-listed Salesforce app with a limited review volume. It is listed in the Finance category on Salesforce AppExchange, which AppRanks treats as the canonical taxonomy node for ranking and competitor comparison. no published reviews yet means feature claims are unverified by the wider merchant base. Without a published review base, the only fit-signal available is the developer's own documentation plus the marketplace's listing-quality audit (linked below). The free tier lets you trial the entry feature set without committing a payment method. AppRanks tracks rating, review count, pricing tier, and category position daily — the figures on this page reflect the most recent scrape from the canonical Salesforce AppExchange listing.
Pros
- +Free tier available — no card required to evaluate
- +Published by Salesforce Labs — established developer track record
Cons
- −No public reviews yet — fit and reliability are unverified
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About Risk Profiling Tool for Financial Services Cloud
How Risk Profiling Tool for Financial Services Cloud works
As a Financial Planner, I need to quickly gauge my client's 'Attitude to Risk', so that I can have a basic measure of how much risk my client is willing to take with their money. It will help me meet my 'Know Your Client' compliance requirements when recommending an investment option and provides a future reference for later consultation and compliance checks.
This is a lightning component that allows users to measure individual risk-attitudes through a questionnaire. The result of the questionnaire is a score which corresponds to a category of risk aligned to a 'Risk Profile'. You can create the questions and risk profiles that are appropriate for your business.
Key features
- Configuration page to create attitude to risk templates effortlessly with drag and drop functionality
- Capture client risk profiles directly in Salesforce Financial Services Cloud against the Client record
- Support for Salesforce1 to capture key compliance activities even on the road
Category rankings
As of Jul 12, 2026- Finance#256of 535Top 48%
See 90-day rank history for each category
Track daily rank changes, category shifts, and position volatility.
Competitors & alternatives
Risk Profiling Tool for Financial Services Cloud doesn't have curated competitor matchups yet. Other tracked finance apps on Salesforce:
Frequently asked questions
What is Risk Profiling Tool for Financial Services Cloud?
Risk Profiling Tool for Financial Services Cloud is an app for Salesforce. It is published on Salesforce AppExchange and tracked daily by AppRanks, and it has been listed on the marketplace since 2017. It is listed under the Finance category on AppRanks, where you can see its current category position, review-velocity trend, and how it compares against the top alternatives in the same space. Developed by Salesforce Labs.
Is Risk Profiling Tool for Financial Services Cloud free?
Risk Profiling Tool for Financial Services Cloud offers a free plan that merchants can install on Salesforce without entering payment details. Pricing details on this page are mirrored from the live Salesforce listing and refresh on each scrape cycle.
Who uses Risk Profiling Tool for Financial Services Cloud?
Risk Profiling Tool for Financial Services Cloud is actively installed across Salesforce stores tracked by AppRanks. Its review base is still building, which usually maps to early-stage merchants and stores piloting a new workflow. It is part of the Finance category on Salesforce.
Where does Risk Profiling Tool for Financial Services Cloud rank on Salesforce?
Risk Profiling Tool for Financial Services Cloud currently sits at position #256 in the Finance category on Salesforce. That places it in the top 48% of 535 apps tracked in the same category. Category positions are read from the live marketplace ranking and refresh on each scrape, so the number you see here reflects the most recent crawl rather than a long-running average.