- Category rank
- #287 in Finance
- Price
- Free plan
- Listing audit
- 60/100
RiskPlanner Portfolio for Financial Analysis and Credit Risk is a Salesforce AppExchange app by RiskPlanner.
RiskPlanner Portfolio for Financial Analysis and Credit Risk is the #287 ranked Finance app on Salesforce, free to use, as of Nov 5, 2026.
AppRanks verdict
Generated from marketplace data as of Nov 5, 2026
RiskPlanner Portfolio for Financial Analysis and Credit Risk ranks #287 of 561 in Finance on Salesforce. It has no reviews on Salesforce yet. It is free to use.
Pros
- +Free plan available — no paid subscription needed to start
Cons
- −No reviews yet — fit and reliability are unverified by other merchants
About RiskPlanner Portfolio for Financial Analysis and Credit Risk
How RiskPlanner Portfolio for Financial Analysis and Credit Risk works
Make better-informed decisions about business customers and partners.
RiskPlanner Portfolio brings Baltic company details, financial statements and preliminary risk indicators into Salesforce.
KEY BENEFITS
- Enrich Accounts with company and financial data.
- Match companies by registration number and country.
- Review available reports and an A-E risk category.
- Support credit, finance, sales and portfolio decisions.
- Cover Lithuania, Latvia and Estonia.
HOW IT WORKS
Users run Refresh Data. The package makes a read-only HTTPS GET request to the RiskPlanner API and saves available data in Salesforce. Required connection settings and the protected credential are included.
SECURITY
Only company lookup identifiers are sent. Salesforce credentials and tokens are never transmitted. No external POST or DELETE operations are used.
PRICING AND DISCLAIMER
The package is free to install and use. Optional professional services are separate.
Risk indicators are preliminary and informational. Customers remain responsible for verifying data and making their own credit, financial and commercial decisions. Data availability and recency depend on source records.
