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Security report for wealth-dynamix.com

Wealth Dynamix · Finance · United Kingdom

Medium risk. 5 critical or high findings in Security headers and SSL/TLS.

Security score

67/100

Risk levelMedium

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

Wealth Dynamix is a UK-based company specializing in CRM, Client Lifecycle Management (CLM), and onboarding solutions tailored for private banks and wealth management firms. Established in 2012, the company positions itself as a specialist provider helping financial institutions grow assets under management (AuM), streamline operations, and deliver innovative client services. The website reflects a professional B2B software provider with a clear focus on the finance sector. Technically, the site is built on WordPress with Elementor, integrating modern marketing and analytics tools such as HubSpot, Google Analytics, and Lead Forensics. Cookie consent and privacy compliance mechanisms are robustly implemented using CookiePro and OneTrust, indicating a good level of GDPR awareness. Security posture is solid with HTTPS enforced and no obvious vulnerabilities detected, although DNSSEC is not enabled and security headers are not evident, suggesting room for improvement. Overall, the website is well-designed, mobile-optimized, and professionally maintained, but lacks explicit privacy policy and terms of service pages, as well as direct contact details such as emails or phone numbers. Strategic recommendations include publishing comprehensive privacy and security policies, enabling DNSSEC, adding security headers, and providing clear incident response contacts to enhance trust and compliance.

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

5 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 Strict-Transport-Security header

      Forces HTTPS connections

      What to do: Add "Strict-Transport-Security: max-age=31536000; includeSubDomains; preload"

      • CWE-319
      • OWASP A04:2025
      • ASVS V3.4.1
    • 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
    • High

      Weak SSL Key Length

      SSL certificate uses 256-bit key, which is considered weak

      What to do: Use at least 2048-bit RSA or 256-bit ECC key

      • CWE-326
      • OWASP A04:2025
      • Mozilla TLS: Mozilla Server Side TLS 6.0 intermediate: rsa_key_size 2048

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

Keep watching wealth-dynamix.com

This scan found 23 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

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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
57
Security headers
15
Email security
60
DNS health
80
Network security
100
GDPR outside view
88
Average
67

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

Wealth Dynamix operates in the niche market of financial services software, focusing on private banks and wealth managers. Their competitive advantage lies in offering an integrated CLM platform that supports client prospecting, onboarding, and management. The business model is B2B SaaS, targeting medium to large financial institutions. The website's integration with HubSpot and other marketing tools suggests a mature digital marketing strategy. The absence of direct contact details may indicate a lead generation approach via forms. The company appears to have a consistent brand presence and a clear sector focus. No parent or subsidiary companies are identified, indicating an independent operation. The domain age and WHOIS data support the legitimacy and stability of the business. The marketing ecosystem includes tracking and retargeting services, which align with typical B2B lead nurturing practices.

Security posture

The website demonstrates a good security baseline with HTTPS enforced and no exposed sensitive data in the HTML. Cookie consent is actively managed, reflecting GDPR compliance efforts. However, the lack of DNSSEC and missing security headers such as Content-Security-Policy and X-Frame-Options represent potential security gaps. No vulnerability disclosures or incident response contacts are published, which could hinder timely communication in case of security incidents. The use of multiple third-party analytics and marketing scripts increases the attack surface but is common in modern websites. Overall, the security posture is adequate for a corporate website but could be enhanced by implementing recommended security headers, DNSSEC, and publishing security policies.

Recommendations

  1. Publish a comprehensive privacy policy and terms of service pages accessible from the website footer or main navigation.
  2. Enable DNSSEC on the domain to improve DNS security and prevent spoofing.
  3. Implement standard security headers such as Content-Security-Policy, X-Frame-Options, and X-Content-Type-Options.
  4. Provide explicit incident response contact information, including security or abuse email addresses.
  5. Consider publishing a vulnerability disclosure policy or security.txt file to facilitate responsible reporting.
Site observations

Automated reading of the public site. Ratings are indicative.

Business

Company
Wealth Dynamix
Description
Prospect, onboard & manage clients via our innovative CLM platform. Helping firms grow AuM, streamline operational processes and deliver innovative service.
Key services
CRM, Client Lifecycle Management (CLM), Onboarding solutions
Content quality
good
Branding
consistent

Technology

Stack
WordPress, Elementor, HubSpot, jQuery, Google Tag Manager, Google Analytics, CookiePro, OneTrust
Frameworks
Yoast SEO
Platforms
WordPress CMS
Performance
moderate
Mobile
good
Accessibility
basic
SEO
good

Security

Observed score
80/100
Good practices seen
  • HTTPS enforced
  • Cookie consent management implemented
  • No exposed sensitive data detected in HTML

Analytics and tracking

Services
Google Analytics, HubSpot Analytics, Lead Forensics, LinkedIn Insight Tag
Tracking level
moderate
Privacy practices
good

Advertising

Tracking pixels
HubSpot Analytics, Facebook Pixel, Lead Forensics, LinkedIn Insight Tag
Marketing tools
HubSpot, CookiePro, OneTrust
Transparency
good

Site quality

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

Key observations

  1. Website uses modern WordPress CMS with Elementor page builder
  2. Comprehensive cookie consent mechanism implemented with CookiePro and OneTrust
  3. Multiple marketing and analytics tools integrated
  4. No explicit privacy policy or terms of service found in provided content
  5. Contact information only available via embedded HubSpot forms, no direct emails or phone numbers found
  6. No explicit security or incident response policies published
  7. SSL/TLS is properly configured and enforced
  8. No DNSSEC enabled, which is a recommended security improvement
Technical notes

Notes

The website is built on WordPress CMS with Elementor page builder, leveraging modern web technologies including jQuery and Google Tag Manager. It integrates multiple marketing and analytics platforms such as HubSpot, Google Analytics, Lead Forensics, and LinkedIn Insight Tag. The site uses optimized fonts from Google Fonts and minified CSS for performance. Cookie consent is managed via CookiePro and OneTrust scripts, indicating compliance with privacy regulations. Hosting appears to be managed via GoDaddy, consistent with WHOIS data. Performance is moderate with some optimizations in place, and mobile responsiveness is good. Accessibility features are basic but present. The technical stack is modern and well-maintained, though there is an opportunity to improve security configurations and enhance accessibility and SEO further.
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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