OPAL for Salesforce: Goal Based Planning & Monitoring
Plan and monitor client goals in Salesforce Platform with portfolio projections, risk profiling, and ongoing suitability reviews.
Ortec Finance BVPaid
Dynamic Planner
by Dynamic PlannerSalesforceFreemium
Manage wealth and financial planning in Salesforce, including client profiling, product recommendations, suitability evidence, and oversight.
PRICINGFreemium
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
Profiles clients by risk, sustainability, and vulnerability. Provides a single system for recording suitability and oversight across wealth and financial planning businesses.
Key capabilities
from the Salesforce AppExchange listingClient profiling
Profiles clients according to risk, sustainability, and vulnerability.
Product recommendations
Suitability evidence
Records evidence of suitability in a single system.
Planning oversight
Provides regulatory and board-level oversight across wealth and financial planning businesses.
Who it's for
Wealth and financial planning businesses.
How it compares
Dynamic Planner covers client profiling, product and investment-solution recommendations, suitability evidence, and regulatory and board-level oversight. OPAL for Salesforce focuses on goal-based planning and monitoring of client goals, while Dynamic Planner also addresses risk, sustainability, vulnerability, and product suitability.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Freemium | Cloud | |
| OPAL for Salesforce: Goal Based Planning & Monitoring | Paid | Cloud |
In the catalog
295 plugins in Salesforce Platform · Finance
Price distribution: 53 free, 14 freemium, 228 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Freemium
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What the vendor says
«End-to-end wealth and financial planning. Profile clients [risk, sustainability and vulnerability]. Review and recommend suitable products, platforms and investment solutions Scale - Anchored by Dynamic Planner, the biggest industry names have reported eye-catching results. Control - Drive conversion. Control the flow …»