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Security report for moneyguidepro.com

MoneyGuide, Inc. · Finance · United States

Low risk. 3 critical or high findings in Security headers and SSL/TLS.

Security score

78/100

Risk levelLow

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

MoneyGuide, Inc., a subsidiary of Envestnet, is a leading provider of financial planning software designed to empower financial advisors and their clients through personalized, goal-based planning solutions. The website showcases a comprehensive platform with multiple configurable products such as MoneyGuide, MyBlocks, and Wealth Studios, targeting financial professionals seeking scalable and interactive planning tools. The company positions itself strongly in the finance sector with a medium-sized business profile and consistent branding across its digital presence. Technically, the website employs a mature digital infrastructure with modern marketing and analytics technologies including Google Tag Manager, Marketo, Salesforce LiveAgent, and multiple tracking pixels, indicating a high level of digital marketing sophistication. The site is mobile-optimized and provides a good user experience with clear navigation and professional design. Security-wise, the website enforces HTTPS and implements cookie consent mechanisms, though HTTP security headers are not explicitly detected in the source. No critical vulnerabilities or exposed sensitive data were found. WHOIS data is unavailable or protected, which is common for commercial entities but reduces transparency. Overall, the website demonstrates a strong security posture and privacy compliance with room for improvement in explicit security header implementation and incident response disclosures. Strategic recommendations include enhancing security headers, publishing incident response contacts, and improving accessibility compliance to further strengthen trust and security culture.

Scanned

NIS2 and GDPR posture

GDPR outside view
88/ 100 · Low
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. Security headers

    Security headers are instructions your web server sends to every visitor’s browser. Missing ones leave visitors more exposed to attacks such as clickjacking and injected scripts.

    • High

      Missing X-Frame-Options header

      Prevents clickjacking attacks

      What to do: Add "X-Frame-Options: DENY" or "X-Frame-Options: SAMEORIGIN"

    • High

      Missing Content-Security-Policy header

      Controls resources the browser is allowed to load

      What to do: Implement a Content-Security-Policy appropriate for your application

      • ASVS V3.4.3
      • OWASP Secure Headers: OWASP Secure Headers Project recommends Content-Security-Policy: default-src 'self'; form-action 'self'; base-uri 'self'; object-src 'none';…

  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.

    • High

      Weak Protocols Supported

      Server supports weak protocols: TLSv1.1

      What to do: Disable TLS 1.0, TLS 1.1, and all SSL versions

      • CWE-327
      • OWASP A04:2025
      • ASVS V12.1.1

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

Keep watching moneyguidepro.com

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

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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
77
Security headers
35
Email security
85
DNS health
80
Network security
100
GDPR outside view
88
Average
78

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

MoneyGuide operates in the financial software sector, offering B2B SaaS solutions for financial advisors. Its competitive advantage lies in configurable, interactive planning tools that engage clients across life stages. Revenue streams likely include software subscriptions and add-on services. The target customers are financial advisors and wealth management firms. The company leverages partnerships with Envestnet and integrates with platforms like Salesforce and Marketo, enhancing its ecosystem. Growth indicators include active marketing, live chat support, and comprehensive client engagement features. The website reflects a professional and mature market presence with consistent branding and trust signals such as privacy policies and security pages.

Security posture

The website exhibits a solid security posture with enforced HTTPS and cookie consent mechanisms aligned with GDPR compliance. The integration of live chat and marketing tools is managed without exposing sensitive data. However, the absence of explicit HTTP security headers such as Content Security Policy, HSTS, and X-Frame-Options suggests room for improvement. No incident response or vulnerability disclosure information is publicly available, which could be enhanced to improve transparency and readiness. Overall, the security maturity is good for a financial services website, but implementing recommended headers and publishing security contacts would elevate the posture.

Recommendations

  1. Implement comprehensive HTTP security headers including CSP, HSTS, and X-Frame-Options to mitigate common web vulnerabilities.
  2. Publish an incident response contact or security.txt file to facilitate responsible vulnerability reporting and improve transparency.
  3. Add a clear and accessible terms of service page to complement privacy and security policies.
  4. Enhance website accessibility to meet WCAG standards, improving usability for all users.
  5. Regularly audit and update third-party scripts and marketing tools to minimize security risks and ensure compliance.

Contact details published on the site

Addresses
Legal name
MoneyGuide, Inc.
Site observations

Automated reading of the public site. Ratings are indicative.

Business

Company
MoneyGuide, Inc.
Description
MoneyGuide delivers personalized and actionable financial plans with powerful advisor tools. It offers scalable goal-based planning and wellness solutions to empower and engage clients in financial planning.
Key services
Financial planning software, Client engagement tools, Goal-based planning, Wealth management solutions, Client portals and aggregation
Content quality
good
Branding
consistent

Technology

Stack
Google Tag Manager, Google Analytics, Facebook Pixel, Marketo Munchkin, Bing Ads, 6sense, Salesforce LiveAgent Chat, jQuery, Bootstrap, Slick Carousel, DomPurify
Frameworks
Bootstrap
Platforms
Marketo, Salesforce
Performance
moderate
Mobile
good
Accessibility
basic
SEO
good

Security

Observed score
85/100
Good practices seen
  • HTTPS enforced
  • Cookie consent banner
  • Live chat with pre-chat forms
  • No exposed sensitive data in HTML

Analytics and tracking

Services
Google Analytics, Marketo Munchkin, Bizible, Bing Ads, Facebook Pixel, LinkedIn Insight Tag, Reddit Pixel
Tracking level
extensive
Privacy practices
good

Advertising

Ad networks
Bing Ads, 6sense, The Trade Desk
Tracking pixels
Facebook Pixel, Marketo Munchkin, Bizible, Reddit Pixel, LinkedIn Insight Tag
Marketing tools
Marketo, Bizible
Transparency
good

Site quality

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

Key observations

  1. Website is fully accessible with rich content and interactive features.
  2. Strong presence of marketing and analytics tools indicating mature digital marketing.
  3. Live chat support integrated with Salesforce LiveAgent.
  4. Comprehensive privacy and cookie consent mechanisms implemented.
  5. WHOIS data unavailable, possibly due to privacy protection or domain registration issues.
  6. No explicit terms of service page found.
  7. No visible security headers detected in HTML source.
  8. No exposed sensitive data or credentials found in page source.
Technical notes

Notes

The website uses a modern technology stack with jQuery, Bootstrap, and Slick Carousel for UI components, supported by advanced marketing and analytics platforms such as Google Tag Manager, Marketo, Bizible, and Salesforce LiveAgent for live chat. The site is mobile responsive and optimized for performance with asynchronous script loading. No CMS is explicitly detected, suggesting a custom or proprietary platform. Hosting details are not disclosed. Performance is moderate with good SEO and basic accessibility features. The technical infrastructure supports a robust digital marketing strategy but could benefit from enhanced security header implementation and accessibility improvements.
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

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