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.
Check out the resources below for more information on what this transaction means for you, your firm, and your clients. View Frequently asked questions about the Orion Basis Code acquisition
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Announcement Press Release
Frequently Asked Questions
Orion + BasisCode In the News
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Compliance Code: 2 7 1 4, Orion Advisor Solutions, October 22, 2021
Check out the resources below for more information on what this transaction means for you, your firm, and your clients.
View Frequently asked questions about the Orion Basis Code acquisition