Should I choose Credit Checker - Instant Credit Reports from Experian™, TransUnion®, Equifax® or OPAL for Salesforce: Goal Based Planning & Monitoring?

AppRanks cannot separate these two on rating — both sit at 5.0★. Credit Checker - Instant Credit Reports from Experian™, TransUnion®, Equifax® does carry the larger published review base (55 vs 8). Read both apps' detail pages for the feature breakdown and recent listing changes.

Which is faster to set up, Credit Checker - Instant Credit Reports from Experian™, TransUnion®, Equifax® or OPAL for Salesforce: Goal Based Planning & Monitoring?

Both apps are one-click installs from the Salesforce AppExchange. Credit Checker - Instant Credit Reports from Experian™, TransUnion®, Equifax® has the deeper published review base (55 vs 8), which often — though not always — accompanies better-tested setup docs. AppRanks doesn't measure setup time directly: read the recent reviews on each app's detail page for user-reported install experience.

Which works better for small vs large Salesforce AppExchange admins?

Credit Checker - Instant Credit Reports from Experian™, TransUnion®, Equifax® typically suits early-stage and growth-mode teams based on its published review base (55 reviews). OPAL for Salesforce: Goal Based Planning & Monitoring typically suits early-stage and growth-mode teams based on its published review base (8 reviews). A larger review base generally means the app has been exercised at scale — relevant if you are processing high volume or handling enterprise compliance requirements.

Can I migrate data between Credit Checker - Instant Credit Reports from Experian™, TransUnion®, Equifax® and OPAL for Salesforce: Goal Based Planning & Monitoring?

Migration support varies by app and category. Credit Checker - Instant Credit Reports from Experian™, TransUnion®, Equifax® and OPAL for Salesforce: Goal Based Planning & Monitoring both publish their export options on their marketplace listing pages (or in their support docs); some apps offer one-click import from competitors, others require CSV. The fastest check: search "import from OPAL for Salesforce: Goal Based Planning & Monitoring" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.

AppRanks

Credit Checker vs OPAL for Salesforce — Salesforce

OPAL for Salesforce vs Credit Checker - Instant Credit Reports from Experian™, TransUnion®, Equifax®

Side-by-side comparison · 24 data points

OPAL for Salesforce

5.0·8reviews

OPAL enables financial advisors to provide timely, insightful, and valuable advice at scale. The result is more engaged clients, enhanced relationships, suitable and consistent advice and, ultimately, a wealth management business that can scale and grow.

salesforcepaid

Change

1. Listing metadata

Field-level data

	Credit Checker - Instant Credit Reports from Experian™, TransUnion®, Equifax®	OPAL for Salesforce
Tagline	“Credit Checker gives you direct access to Experian™, Equifax®, and TransUnion® directly within Salesforce. Run soft or hard credit pull and generate tri merge credit report instantly, so your teams make faster, safer decisions with zero workflow friction.”255 chars	“OPAL enables financial advisors to provide timely, insightful, and valuable advice at scale. The result is more engaged clients, enhanced relationships, suitable and consistent advice and, ultimately, a wealth management business that can scale and grow.”254 chars
Description	1154 / 2000 chars58% used	1193 / 2000 chars60% used
Screenshots	—	—
Languages	en	en
Platforms	Salesforce	Salesforce
Developer	Cloud Maven, Inc	Ortec Finance BV

At a glance

8 metrics · auto-computed

Feature comparison between Credit Checker - Instant Credit Reports from Experian™, TransUnion®, Equifax® and OPAL for Salesforce: Goal Based Planning & Monitoring
Metric	Credit Checker - Instant Credit Reports from Experian™, TransUnion®, Equifax®	OPAL for Salesforce: Goal Based Planning & Monitoring
Rating	5.0 ★	5.0 ★
Total reviews	★ 55	8
Free plan	—	—
Pricing	paid	paid
Pricing tiers	1 tier	1 tier
Listed features	★ 9	6
Languages	1 supported	1 supported
Listed since	Apr 2018	Sep 2020

Last updated	—	—

3. Features

As listed by each developer

Credit Checker - Instant Credit Reports from Experian™, TransUnion®, Equifax®

✔️Credit Checker Automates Soft and Hard Credit Checks Inside Salesforce • Pull credit report and score instantly • Run soft or hard credit check • Save results and PDF report to Salesforce records • Remove external portals
✔️Credit Checker Generates a Tri Merge Credit Report in Real Time Generate single or tri merge report from 3 major bureaus: Experian™, Equifax® and TransUnion®. Access credit scores and detailed bureau data without portals, PDFs or downloads.
✔️Credit Checker Delivers Instant Credit Score and Risk Assessment for Applicants Store score data on Salesforce records after pulling them. Get VantageScore® and FICO® scores with custom thresholds to automatically visualize risk level of applicants.
✔️Credit Checker Runs a Soft Credit Check for Faster Prequalification Screen applicants with soft credit pull without affecting scores. Check if they qualify for a loan or other financial product. This gives your team direction on who to pursue.
✔️Credit Checker Runs a Full Hard Credit Check for Consumers When Required When needed, run a hard credit check using Salesforce record. Besides credit history, you now have access to more detail from the credit bureau for further evaluation and approval
✔️Credit Checker Automates Credit Decisioning Using Salesforce Flows and Triggers Automate decisioning using Salesforce Flows & Triggers. Determine when to conduct checks based on deal stage and have credit ratings updated to save your team effort.
✔️Credit Checker Gives Over 120 Premium Risk Attributes for Advanced Decisioning Give your team over 120 attributes that go beyond what is found in standard report for decisioning. Use credit score data and elements for underwriting accuracy.
✔️Credit Checker Supports Credit Reports Across the US, Canada, UK, Australia The app supports report across US, Canada, UK and Australia, letting your team get scores and tri merge reports for applicants from one Salesforce environment.
✔️Credit Checker Delivers Comprehensive Credit and Identity Insights You receive lien and judgment data, Equifax Work Number, OneView reports and Experian Precise ID, giving more insight on creditworthiness, verifying employment and identity.

OPAL for Salesforce

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.

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	Credit Checker - Instant Credit Reports from Experian™, TransUnion®, Equifax®	OPAL for Salesforce
credit	#1	Not ranked
checker	#1	Not ranked
credit checker	#1	Not ranked
proactive monitoring	Not ranked	#7
monitoring	Not ranked	#8

6. App details

Long-form description · keyword frequency

Credit Checker - Instant Credit Reports from Experian™, TransUnion®, Equifax®

Credit Checker brings credit report, credit score, and full bureau data directly into Salesforce, removing delays caused by manual processing. Your teams can immediately obtain credit score, assess risk and create a Salesforce credit rating for each applicant using secure connections to 3 major credit bureaus: Experian™, Equifax®, and TransUnion®. You can run soft and hard credit check within the Salesforce workflow. Soft credit pull enables pre-qualification without affecting the credit score, while hard credit pull provides more detail when necessary. A tri merge credit report combines bureau results into one easy to read report, making it simpler to compare credit scores. ✔️Run real-time credit checks directly from Salesforce ✔️Perform soft credit check and hard credit check ✔️Access data from all 3 major credit bureaus securely ✔️Generate tri merge credit report for holistic risk review ✔️Save all credit reports and PDF reports securely in Salesforce records ✔️Access liens and judgments for deeper public-record risk insights ✔️Use Equifax Work Number, OneView, and Experian Precise ID for identity and employment verification

Top keywords

credit18×10.65%
salesforce5×2.96%
report4×2.37%
check3×1.78%
credit check3×1.78%
credit report3×1.78%
credit score3×1.78%
hard3×1.78%
hard credit3×1.78%
risk3×1.78%
score3×1.78%
soft3×1.78%

OPAL for Salesforce

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.

Top keywords

client5×2.89%
goals4×2.31%
clients3×1.73%
investment3×1.73%
planning3×1.73%
advisors2×1.16%
asset2×1.16%
asset classes2×1.16%

OPAL for Salesforce vs Credit Checker - Instant Credit Reports from Experian™, TransUnion®, Equifax®

OPAL for Salesforce

1. Listing metadata

Credit Checker - Instant Credit Reports from Experian™, TransUnion®, Equifax®

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

6. App details

Frequently asked

Is Credit Checker - Instant Credit Reports from Experian™, TransUnion®, Equifax® or OPAL for Salesforce: Goal Based Planning & Monitoring cheaper?

Which has better reviews, Credit Checker - Instant Credit Reports from Experian™, TransUnion®, Equifax® or OPAL for Salesforce: Goal Based Planning & Monitoring?

Should I choose Credit Checker - Instant Credit Reports from Experian™, TransUnion®, Equifax® or OPAL for Salesforce: Goal Based Planning & Monitoring?

Which is faster to set up, Credit Checker - Instant Credit Reports from Experian™, TransUnion®, Equifax® or OPAL for Salesforce: Goal Based Planning & Monitoring?

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More popular comparisons

Which works better for small vs large Salesforce AppExchange admins?

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