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Security report for tamaracinc.com

Envestnet · Finance · United States

Low risk. 2 critical or high findings in GDPR outside view and SSL/TLS.

Security score

84/100

Risk levelLow

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

Envestnet is a leading provider of integrated portfolio, practice management, and reporting solutions tailored for financial advisors and institutions. The company operates primarily in the finance and technology sectors, offering SaaS-based wealth management tools that support advisors in delivering comprehensive financial services. Their market position is strong, supported by enterprise-grade technology and recognized certifications such as SOC 2 and ISO 27001. The website reflects a mature digital presence with a focus on user experience and compliance. Technically, the website is built on Drupal 11, leveraging modern web technologies and integrating advanced marketing and analytics tools including Visual Website Optimizer and Google Tag Manager. The site demonstrates good performance, mobile optimization, and accessibility standards. Privacy and cookie policies are clearly presented with consent mechanisms in place, indicating a commitment to GDPR compliance. From a security perspective, the site enforces HTTPS, employs key security headers, and avoids exposing sensitive data. However, explicit security policies, incident response contacts, and vulnerability disclosure mechanisms are not publicly available, representing areas for improvement. The absence of WHOIS registration data limits domain trust verification but does not detract significantly from the overall professionalism and trustworthiness of the site. Overall, Envestnet's website presents a secure, compliant, and professional digital front that aligns with its enterprise stature in the financial technology market. Strategic enhancements in transparency around security policies and domain registration details would further strengthen trust and compliance posture.

Scanned

NIS2 and GDPR posture

GDPR outside view
73/ 100 · Medium
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

2 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.

    • High

      No Cookie Consent Banner found

      GDPR requires explicit consent for non-essential cookies

      What to do: Implement a cookie consent banner that appears on first visit

  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

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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
82
Security headers
80
Email security
85
DNS health
85
Network security
100
GDPR outside view
73
Average
84

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

Envestnet operates in the competitive wealth management technology space, targeting financial advisors and institutions with integrated software solutions. Their business model centers on SaaS offerings that streamline portfolio management, reporting, and practice management. The company benefits from a strong brand presence and certifications that enhance client trust. Partnerships and integrations with industry-standard tools support their ecosystem. Growth indicators include active A/B testing and continuous digital optimization. The company maintains a consistent branding strategy and provides comprehensive privacy and cookie policies, reflecting mature governance and regulatory adherence.

Security posture

The website demonstrates a solid security posture with enforced HTTPS, comprehensive security headers, and consent management for cookies. The use of enterprise-grade certifications such as SOC 2 and ISO 27001 further supports their security maturity. However, the lack of publicly available security policies, incident response contacts, and vulnerability disclosure programs indicates gaps in transparency and readiness communication. No vulnerabilities or exposed sensitive data were detected in the analyzed content. Overall, the security posture is strong but could be enhanced by publishing detailed security governance documents and incident response procedures.

Recommendations

  1. Publish a dedicated security policy page outlining security governance and controls.
  2. Provide clear incident response contact information and procedures for reporting security issues.
  3. Implement and publicize a vulnerability disclosure or bug bounty program to encourage responsible reporting.
  4. Include data protection officer contact details to enhance GDPR compliance transparency.
  5. Regularly audit and update third-party scripts and tracking tools to minimize security risks.
Site observations

Automated reading of the public site. Ratings are indicative.

Business

Company
Envestnet
Description
Envestnet provides integrated portfolio, practice management, and reporting solutions for financial advisors and institutions.
Key services
Portfolio management software, Financial planning tools, Reporting and analytics, Practice management solutions
Content quality
good
Branding
consistent

Technology

Stack
Drupal 11, Visual Website Optimizer (VWO), Google Tag Manager, FontAwesome, TrustArc Consent Management
Frameworks
Drupal CMS
Platforms
Web
Performance
moderate
Mobile
good
Accessibility
good
SEO
good

Security

Observed score
85/100
Good practices seen
  • HTTPS enforced
  • Use of security headers
  • Consent management for cookies
  • No exposed sensitive data in HTML

Analytics and tracking

Services
Google Analytics (via GTM), Visual Website Optimizer
Tracking level
moderate
Privacy practices
good

Advertising

Tracking pixels
Visual Website Optimizer (VWO)
Marketing tools
TrustArc Consent Management
Transparency
good

Site quality

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

Key observations

  1. Website is accessible with full content and no blocking detected.
  2. Uses modern CMS (Drupal 11) and integrates advanced marketing and analytics tools.
  3. Strong privacy and cookie policies with consent management implemented.
  4. No direct contact emails or phone numbers found in provided HTML snippet; likely on separate contact pages.
  5. No security.txt or explicit vulnerability disclosure found.
  6. WHOIS data unavailable, limiting domain trust verification.
  7. No adult or questionable content detected; content is finance and technology focused.
  8. Good SEO and accessibility practices observed.
  9. Multiple A/B testing campaigns running via VWO.
Technical notes

Notes

The website is built on Drupal 11, a modern and widely supported CMS platform, ensuring a robust content management foundation. Integration with Visual Website Optimizer and Google Tag Manager indicates a mature approach to marketing optimization and analytics. The site uses standard web technologies including FontAwesome for icons and TrustArc for consent management, reflecting compliance with privacy regulations. Performance is moderate with good mobile optimization and accessibility features. There is no evidence of technical debt or outdated libraries in the provided content. Opportunities exist to improve hosting transparency and enhance performance monitoring.
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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