OPAL for Salesforce: Goal Based Planning & Monitoring for Salesforce AppExchange
OPAL for Salesforce: Goal Based Planning & Monitoring is the #170 ranked finance app on Salesforce, with a 5.0 average rating from 8 reviews, as a paid app, as of Sep 13, 2026.
OPAL for Salesforce: Goal Based Planning & Monitoring is a Salesforce AppExchange app by Ortec Finance BV. With a rating of 5.0★ from 8 reviews, it currently ranks #170 in the Finance category.
AppRanks data: OPAL for Salesforce: Goal Based Planning & Monitoring ranks #170 in Finance on Salesforce AppExchange, placing it in the top 32% of that category.
AppRanks verdict
Generated from live marketplace data — refreshed daily
OPAL for Salesforce: Goal Based Planning & Monitoring is a category-leading 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. 8 reviews put it in the early-traction tier — useful for early-stage stores willing to be on the leading edge. Early-traction review counts are sensitive to single launch periods or feature events, so a 30-day re-check before bigger commitments often resolves whether the trend is sustained. Paid-only pricing means evaluating fit on the marketplace listing or via the developer's documentation before installing. 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
- +High average rating (5.0★) signals consistent merchant satisfaction
- +Published by Ortec Finance BV — established developer track record
Cons
- −Limited review base (8) — ratings can shift significantly with new feedback
- −Paid-only pricing (paid) — evaluation requires committing payment details
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About OPAL for Salesforce: Goal Based Planning & Monitoring
How OPAL for Salesforce: Goal Based Planning & Monitoring works
OPAL facilitates goal-based planning and monitoring of client goals. Our solution addresses some of the major challenges in the traditional advice process: - Only a minority of clients receive some sort of planning when starting investing - Plans are often static documents and clients’ financial goals are not monitored - Assumption for growth in the underlying investment portfolios are often extremely basic and unrealistic.
OPAL makes use of institutional-quality, realistic portfolio projections, based on monthly updated economic scenarios for more than 700 asset classes. This enables advisors, wealth managers and planners to translate their client’s goals into suitable investment decisions which comply with regulation. Goal-based planning leads to better investment decisions, realistic client expectations and helps advisors to keep track of the likelihood of achieving their client’s goals through dynamic updates that track the conditions and outlook on financial markets. Our institutional background and experience enables us to model a wide range of asset classes and funds and implement tailored client portfolios, matching the actual products that are offered to clients.
Key features
- Improved client engagement by connecting individual client portfolios to their personal long-term goals and increased client retention, leading to higher AuM.
- Drive a consistent, holistic approach in creating financial plans and goals by capturing the client’s complete financial information.
- Automated monitoring of risk, financial goals and their feasibility for individual clients as well as the entire client base allows for proactive and more efficient client management, thus improving advisor productivity.
- Improved suitability: client risk profiling and continuous monitoring of suitability to allow for quick adjustment to clients’ needs, thus optimizing client outcomes.
- Structured, cost-effective and scalable advice, fully integrated with Salesforce FSC.
- Fully compliant with applicable regulations including the ESMA’s MiFID II and the FCA’s Consumer Duty.
Category rankings
As of Sep 13, 2026- Finance#170of 546Top 32%
See 90-day rank history for each category
Track daily rank changes, category shifts, and position volatility.
Keyword rankings
OPAL for Salesforce: Goal Based Planning & Monitoring ranks for 3 keywords across Salesforce AppExchange. Here are the top 3:
- Rank #7
- Rank #9
- Rank #11
Competitors & alternatives
OPAL for Salesforce: Goal Based Planning & Monitoring doesn't have curated competitor matchups yet. Other tracked finance apps on Salesforce:
Frequently asked questions
What is OPAL for Salesforce: Goal Based Planning & Monitoring?
OPAL for Salesforce: Goal Based Planning & Monitoring is an app for Salesforce. It currently holds a 5.0-star rating from 8 merchant reviews, and it has been listed on the marketplace since 2020. 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 Ortec Finance BV.
Is OPAL for Salesforce: Goal Based Planning & Monitoring free?
OPAL for Salesforce: Goal Based Planning & Monitoring does not offer a permanent free plan on Salesforce. Pricing starts at 60, and the listed tiers are Default Plan. Trial availability and exact billing terms are mirrored from the live Salesforce listing and may change between refresh cycles, so always confirm the headline price on the source marketplace before installing.
Who uses OPAL for Salesforce: Goal Based Planning & Monitoring?
OPAL for Salesforce: Goal Based Planning & Monitoring 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 OPAL for Salesforce: Goal Based Planning & Monitoring rank on Salesforce?
OPAL for Salesforce: Goal Based Planning & Monitoring currently sits at position #170 in the Finance category on Salesforce. That places it in the top 31% of 546 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.