Is moneyguidepro.com Safe? Security Analysis for MoneyGuide, Inc.
https://moneyguidepro.comCheck if moneyguidepro.com is a scam or legitimate. Free security scan and reviews.
Below Finance avg (78)
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500+
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Marketing Intelligence
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Plan Comparison
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|---|---|---|
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| Lifetime access + unlock code | ||
| Contact emails & phones | — | |
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SEQ SIA
Lastadijas 12 k-3, Riga, Latvia, LV-1050
Reg. No. 40203410806 • VAT LV40203410806
Support: guard@offseq.com • +371 2256 5353
AI Summary
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.
Detected Technologies
7 urgent findings need attention
7 high
Keep moneyguidepro.com under constant watch
Guard tracks your live infrastructure daily: certificate expiry, DNS & mail authentication drift, uptime changes, subdomain inventory, and unexpected tracker or content shifts. A full timeline captures every diff so you can prove remediation and spot regressions instantly.
Security drift alerts
Risk score drops, new high-severity issues, and header hardening gaps
Compliance watch
GDPR / NIS2 posture changes with governance evidence snapshots
Infrastructure surface
Unexpected open services, SSL expiry, DNS & email authentication changes
Content & tracker intelligence
Marketing tech shifts, analytics drift, and AI recommendation updates
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Security Headers
6 findings
35/100
GDPR Compliance
1 finding
88/100
NIS2 Compliance
8 findings
17/100
Email Security
3 findings
85/100
🧠AI Business Intelligence
Technology stack, business insights, and market analysis powered by AI.
Business Intelligence
Market & Strategic Analysis
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.
Extracted Contact Information
Marketing Intelligence Data
Physical Addresses (1)
Security Posture Analysis
Comprehensive Security Assessment
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.
Strategic Recommendations
Priority Actions for Security Improvement
Implement comprehensive HTTP security headers including CSP, HSTS, and X-Frame-Options to mitigate common web vulnerabilities.
✨Observations
AI-powered comprehensive website and business analysis.
AI-Enhanced Website Analysis
Business Insights
MoneyGuide, Inc.
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.
good
consistent
Technical Stack
moderate
good
basic
good
Security Assessment
- HTTPS enforced
- Cookie consent banner
- Live chat with pre-chat forms
- No exposed sensitive data in HTML
Analytics & Tracking
Advertising & Marketing
Website Quality Assessment
Key Observations
Website is fully accessible with rich content and interactive features.
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🛡️Security Headers
HTTP security headers analysis and recommendations.
Security Headers
HTTP security headers analysis
Missing X-Frame-Options header
HIGHPrevents clickjacking attacks
Missing X-Content-Type-Options header
MEDIUMPrevents MIME type sniffing
Missing Content-Security-Policy header
HIGHControls resources the browser is allowed to load
Missing X-XSS-Protection header
MEDIUMLegacy XSS protection (deprecated but still recommended)
Missing Permissions-Policy header
MEDIUMControls browser features and APIs
Sensitive data may be cached
LOWCache-Control header should include "no-store" for sensitive pages
👤GDPR Compliance
Privacy and data protection assessment under GDPR regulations.
GDPR Compliance
Privacy and data protection assessment
Privacy policy may not be GDPR compliant
MEDIUMPrivacy policy lacks explicit GDPR compliance elements
GDPR Compliance Analysis
🛡️NIS2 Compliance
Network & Information Security Directive compliance assessment.
NIS2 Compliance
Network & Information Security Directive
No information security framework found
HIGHNIS2 requires documented cybersecurity and information security measures
No vulnerability disclosure policy
MEDIUMNIS2 encourages coordinated vulnerability disclosure
No security policy documentation found
HIGHNIS2 requires documented cybersecurity governance and risk management
No incident response procedures found
HIGHNIS2 requires documented incident response and business continuity plans
No business continuity planning found
MEDIUMNIS2 emphasizes operational resilience and business continuity
No security contact information
HIGHNIS2 requires clear incident reporting channels
No vulnerability reporting mechanism
MEDIUMClear vulnerability reporting supports coordinated disclosure
No NIS2 reference found
LOWConsider explicitly mentioning NIS2 compliance efforts
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📧Email Security
SPF, DKIM, and DMARC validation and email security assessment.
Email Security
SPF, DKIM, and DMARC validation
No BIMI Record
LOWBIMI displays brand logos in email clients
No MTA-STS Policy
MEDIUMMTA-STS enforces TLS for email delivery
No TLS-RPT Record
LOWTLS-RPT provides reporting for email TLS issues
SPF Details
DKIM Selectors Found
DMARC Details
🏆SSL/TLS Security
Certificate validity and encryption analysis.
SSL/TLS Security
Certificate validity and encryption analysis
Weak Protocols Supported
HIGHServer supports weak protocols: TLSv1.1
Certificate Transparency Not Implemented
LOWCertificate is not logged in Certificate Transparency logs
SSL Certificate Expires Within 90 Days
MEDIUMSSL certificate expires in 83 days
Partial SSL/TLS Assessment
LOWCompleted 3 of 4 security checks due to time constraints
Protocol Support
OCSP Status
📊DNS Health
DNS configuration and security assessment.
DNS Health
DNS configuration and security assessment
DNSSEC Not Enabled
MEDIUMDNSSEC is not configured for this domain
CAA Records Not Configured
LOWCertificate Authority Authorization (CAA) records not found
Domain Delete Lock Not Enabled
LOWDomain can be deleted without additional verification
Domain Registration Details
DNS Records
DNSSEC Status
DNS Performance
SPF Analysis
⚡Network Security
Port scanning and network exposure analysis.
Network Security
Port scanning and network exposure analysis
Good Network Security Posture
LOWNo unnecessary services detected on common risky ports
How does moneyguidepro.com compare?
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🔧Technical Analysis
Detailed technical findings and analysis from AI assessment.
Technical Analysis
Comprehensive security assessment findings
Additional Findings
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PDF Report & Export
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Marketing Intelligence
Contact emails, phone numbers & warm leads
Plan Comparison
| Feature | PDF Report | Marketing+ |
|---|---|---|
| Full security analysis | ||
| Professional PDF export | ||
| Email delivery | ||
| Lifetime access + unlock code | ||
| Contact emails & phones | — | |
| Marketing outreach data | — |
Already purchased?
Order summary
Digital reports are delivered immediately after payment. By continuing you acknowledge the withdrawal waiver described in our Returns & Refunds policy.
Secure payments processed via EveryPay. Prices in EUR; Incl. 21% VAT.
SEQ SIA
Lastadijas 12 k-3, Riga, Latvia, LV-1050
Reg. No. 40203410806 • VAT LV40203410806
Support: guard@offseq.com • +371 2256 5353
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