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.

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Learn how Orion and BasisCode will better serve their clients and enhance the compliance management experience.

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Check out the resources below for more information on what this transaction means for you, your firm, and your clients.

Orion + BasisCode In the News

Media Mention

Media Mention
October 25, 2021 | Citywire

Media Mention
October 22, 2021 | Wealth Management

Media Mention
October 22, 2021 | ThankAdvisor

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Compliance Code: 2 7 1 4, Orion Advisor Solutions, October 22, 2021