Orion Advisor Solutions Acquires BasisCode: a best-in-class compliance software platform

We’re thrilled to announce our most recent acquisition of BasisCode Compliance, a comprehensive software platform that simplifies and centralizes compliance management.

Founded in 2011, BasisCode provides trusted compliance technology to more than 400 organizations globally in a secure cloud environment with capabilities ranging from compliance testing and risk assessment to trading surveillance, insider trading, staff certifications, and audit-ready reporting. Orion will add BasisCode to our best-in-class fintech integrations, cementing our status as the premier provider of the tech-enabled fiduciary framework that boosts financial advisors’ capacity to Prospect, Plan, Invest, and Achieve within a single, connected digital experience.