RiskPlanner Portfolio for Financial Analysis and Credit Risk

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.