Skip to main content

Security report for crd.com

Charles River Development · Finance · United States

Medium risk. 3 critical or high findings in GDPR outside view and SSL/TLS.

Security score

66/100

Risk levelMedium

0–100, higher is better. How it is calculated

Charles River Development is a leading provider of cloud-based front office investment management solutions serving investment managers, wealth managers, asset owners, and insurers globally. The company operates as a subsidiary of State Street Corporation and manages over $58 trillion in assets through its Charles River IMS platform. The website demonstrates a mature digital presence with comprehensive content, professional design, and clear navigation targeting financial services professionals. Technically, the site is built on WordPress with the Divi theme, leveraging modern web technologies and performance optimizations. Security posture is strong with HTTPS enforced, cookie consent implemented, and no visible vulnerabilities, although some security headers and incident response information could be improved. Overall, the domain registration and business information are consistent and trustworthy, supporting a high legitimacy score.

Scanned

NIS2 and GDPR posture

GDPR outside view
48/ 100 · High
Checks completed
7of 7

NIS2 Art. 21(2)

  1. (a) Risk analysis and security policies: Not visible from outside
  2. (b) Incident handling: One indicator
  3. (c) Business continuity, backups and crisis management: Not visible from outside
  4. (d) Supply chain security: Not visible from outside
  5. (e) Secure acquisition, development and maintenance, including vulnerability handling: Partly checked
  6. (f) Assessing the effectiveness of security measures: Not visible from outside
  7. (g) Cyber hygiene and security training: Not visible from outside
  8. (h) Cryptography and encryption: Partly checked
  9. (i) HR security, access control and asset management: One indicator
  10. (j) Multi-factor authentication and secured communications: Not visible from outside

This scan rated NIS2 with an earlier keyword method that is no longer shown; rescan for the per-article view. Risk management, continuity, supply chain, training, MFA, management oversight (Art. 20) and incident reporting (Art. 23) need internal evidence, and Guard cannot tell whether NIS2 applies to this organisation.

GDPR is indicative only, based on publicly visible signals: Articles 7, 12, 13 and 32 of Regulation (EU) 2016/679 and Article 5(3) of the ePrivacy Directive. Not a certification or legal assessment.

Priority findings

3 findings rated critical or high. Fix these first.

  1. GDPR outside view

    These are the privacy signals visitors and data protection authorities look for under GDPR.

    • Critical

      No HTTPS encryption

      GDPR requires appropriate security measures for personal data

      What to do: Implement SSL/TLS certificate for HTTPS

    • High

      No Cookie Policy found

      GDPR requires clear information about cookie usage

      What to do: Add a dedicated cookie policy explaining cookie usage and purposes

  2. SSL/TLS

    TLS encrypts the connection and proves the site is really yours. Weak or expiring certificates trigger browser warnings and put traffic at risk.

    • Critical

      No HTTPS Encryption

      Website does not use HTTPS encryption, making all data transmission vulnerable to interception

      What to do: Implement SSL/TLS certificate and redirect all HTTP traffic to HTTPS

Need hands-on remediation? Email guard@offseq.com

Keep watching crd.com

This scan found 13 issues across 6 checks. Monitoring re-runs those checks daily, emails you when something material changes and records each fix, so you can show progress.

Daily monitoring

Recommended

€25per month

  • TLS certificates and expiry
  • DNS records
  • SPF, DKIM and DMARC
  • Security headers
  • GDPR and NIS2 posture
  • Exposed services
  • Third-party trackers
  • Security score drift

Email alerts on material changes and an exportable JSON history of every change.

Billed monthly to your card. Cancel anytime. The full timeline opens with your unlock code.

Full report

€39.90one-time

  • The complete analysis as a PDF you can cite
  • Email delivery with an unlock code
  • Lifetime access to this report

Prices incl. 21% VAT. Secure checkout by Mollie; sold by SEQ SIA, Latvia.

Results by check

Each check with its score, findings and the evidence it collected.

How this score is calculated

The security score runs 0–100, higher is better. It is the plain average of the security checks that completed in this scan, each counted equally. A check that could not run is left out: it counts neither as a pass nor as a fail.

Counted in this score

SSL/TLS
0
Security headers
85
Email security
80
DNS health
85
Network security
100
GDPR outside view
48
Average
66

Not counted

  • NIS2 outside view: Re-weights evidence from the TLS, email, DNS, network and hygiene checks, so counting it would count that evidence twice. Shown on its own.
  • OffSeq Observations: An AI reading of the site, useful context but not reproducible evidence. Shown on its own.

Findings that cap the score at 49

Each of these is serious on its own, so while any is present the site cannot rate better than high risk, however good the other checks are.

  • The certificate is not trusted by browsers
  • The website is not served over HTTPS
  • A database, remote desktop, file-sharing or Telnet service is reachable from the internet
  • The page loads a script from a compromised source
  • The domain registration has expired
  • SPF authorises every server to send mail as the domain

Partial scans

When the site blocks Guard or most checks cannot run, the score covers only the checks that ran (usually DNS and email), is capped at 75 and is shown as partial, without a risk level.

Risk levels

  • Critical0–25
  • High26–49
  • Medium50–75
  • Low76–100

Technical appendix

Business context, site observations and technical notes gathered during the scan, and the standards behind each reference.

Business context

Business profile

Charles River Development holds a strong market position in the investment management technology sector, with a broad client base including 53 of the 100 largest investment managers globally. Their business model focuses on delivering integrated software solutions and professional services, including portfolio management, trading, compliance, and data management. The partnership with State Street Alpha enhances their platform capabilities. The company targets institutional investors, wealth managers, asset owners, and insurers, emphasizing growth in managed accounts and private markets. The website content and linked resources reflect a strategic focus on thought leadership, client education, and industry events, supporting brand authority and customer engagement.

Security posture

The website exhibits a solid security foundation with HTTPS enabled and cookie consent mechanisms in place. External links are configured to open in new windows with noopener for security. However, explicit security policies, incident response contacts, and vulnerability disclosure mechanisms are not publicly available. Security headers such as Content-Security-Policy and X-Frame-Options are not explicitly detected, representing an area for enhancement. No exposed sensitive data or vulnerable libraries were identified in the HTML content. Overall, the security posture is good but could benefit from formalized policies and enhanced HTTP headers to further mitigate risks.

Recommendations

  1. Publish a dedicated security policy page outlining security frameworks and practices.
  2. Implement and publicly link a security.txt file for vulnerability disclosure and incident reporting.
  3. Enhance HTTP security headers including Content-Security-Policy, X-Frame-Options, and X-Content-Type-Options.
  4. Provide clear incident response contact channels such as security@ or abuse@ email addresses.
  5. Regularly review and update third-party scripts and plugins to mitigate potential vulnerabilities.
Site observations

Automated reading of the public site. Ratings are indicative.

Business

Company
Charles River Development
Description
Investment and wealth managers, asset owners and insurers rely on Charles River IMS for their cloud-based front office technology.
Key services
Investment Management Solutions, Portfolio Management, Trading & OEMS, Middle Office, Compliance, Private Markets Solutions, Wealth Management Solutions, Data Solutions, Platform & Cloud Services, Compliance Services
Content quality
excellent
Branding
consistent

Technology

Stack
WordPress, Divi Theme, jQuery, Pardot Marketing Automation, Brightcove Video Player, Siteimprove Analytics, WP Rocket (performance optimization), Cookie Notice Plugin
Frameworks
WordPress CMS, Divi Builder
Platforms
WordPress Hosting
Performance
fast
Mobile
excellent
Accessibility
good
SEO
good

Security

Observed score
85/100
Good practices seen
  • HTTPS enabled
  • External links open in new windows with noopener
  • Cookie consent banner implemented
  • No exposed sensitive data in HTML

Analytics and tracking

Services
Siteimprove Analytics, Pardot
Tracking level
moderate
Privacy practices
good

Advertising

Tracking pixels
Pardot, Siteimprove Analytics
Marketing tools
Pardot Marketing Automation
Transparency
good

Site quality

Design
excellent
User experience
excellent
Content relevance
excellent
Navigation
excellent
Professionalism
excellent
Trustworthiness
high

Key observations

  1. Website is professionally designed and well-structured
  2. Content is comprehensive and targeted to financial services industry
  3. Strong integration with State Street Alpha platform
  4. Multiple social media channels actively linked
  5. Cookie consent and privacy policies are implemented
  6. No signs of blocking or WAF challenges
  7. Use of modern web technologies and performance optimizations
  8. No exposed sensitive data or obvious security vulnerabilities
Technical notes

Notes

The website is built on a robust WordPress CMS platform using the Divi theme and builder, supported by modern JavaScript libraries such as jQuery and marketing tools like Pardot. Performance optimizations include WP Rocket caching and lazy loading of images and videos. The site is mobile responsive with good accessibility and SEO practices, including comprehensive meta tags and structured data (JSON-LD). Video content is delivered via Brightcove, and analytics are handled through Siteimprove and Pardot. The technical infrastructure supports a fast, user-friendly experience suitable for enterprise-level clients. Opportunities exist to further modernize security headers and formalize security documentation.
Standards and sources

Reference chips under each finding point to the standard, regulation or specification the finding relates to. They are taken from the official datasets below and mapped conservatively: a finding with no defensible link shows none. NIS2 and GDPR references mark where a finding is relevant evidence, not a compliance verdict. Implementing Regulation (EU) 2024/2690 binds digital infrastructure and digital service providers; for other entities it is the most detailed public reading of the Article 21 measures. WCAG, EN 301 549, European Accessibility Act and Web Accessibility Directive references name the requirement an automated accessibility rule relates to; they are not a conformance verdict.

Retrieved 2026-10-25

Reviews of this site

Share your experience with crd.com. Every review is verified by email and published after moderation.

Overall rating
Select a rating
4000 characters remaining

We’ll email you to confirm your review and keep your details private.

Community rating

No published reviews yet. Be the first to review crd.com.

Feedback on this report

Rate this report, add an optional comment, and tell us if you want a security specialist to follow up.

Overall report quality
Select a rating
2000 characters remaining

We only use your feedback to improve Guard reports. Contact details are never shared.