Vendor Due Diligence › Vendors › Income Solver
Income Solver is a Financial Planning vendor used by registered investment advisers and other SEC-regulated firms. MTradecraft tracks Income Solver in its Vendor Due Diligence Portal, where each vendor is researched against a fixed security and regulatory questionnaire — now including a supplemental AI section: every confirmed answer carries a public source URL and capture date, and anything unconfirmed is marked Unknown rather than inferred. Based on its function, MTradecraft classifies Income Solver as High sensitivity, and it handles client personally identifiable information.
What the full profile covers
- Vendor Information — 11 controlled questions
- Information Security Practices — 29 controlled questions
- Training & Oversight — 2 controlled questions
- Cyber Incidents & Testing — 3 controlled questions
- Confidentiality & Compliance — 5 controlled questions
Plus identity facts (parent company, HQ jurisdiction, hosting provider), SOC 2 sourcing, and the items only the vendor can attest to — flagged so you know exactly what to request in writing.
Why this matters for your firm
SEC-registered advisers must oversee service providers that touch customer information (Reg S-P, 17 CFR §248.30), maintain a written compliance program covering vendor risk (Rule 206(4)-7), and retain the records that prove the review happened (Rule 204-2). The portal turns that into a defensible, citable record — including a printable report you can file.
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Work at Income Solver? Complete the vendor self-report questionnaire to add attested answers to this profile.
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Research data may be incomplete or unverified for this vendor; the portal labels the verification state of every answer. Confirm anything decision-critical directly with the vendor. Catalog updated 2026-07-15.