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BasisCode Compliance

BasisCode Compliance offers the industry’s broadest set of integrated compliance software to improve compliance management for asset managers, broker dealers, aggregators and compliance consultants. Our intuitive, unified solutions span functionality, from testing and risk assessment to personal trading and attestations to enhance compliance controls and decision-making to safeguard your firm and your clients.

BasisCode

Assessment

  • Intuitive display of overall risk inventory
  • Seamless integration with associated tests
  • Generation of actionable risk-weighted metrics

Control

  • Simple setup of distribution groups and sign-off routing
  • Flexible staff certifications, quizzes and testing
  • Robust document management and reporting

Monitoring

  • Scheduled certifications (e.g. COE) and policy management
  • Audit trail of compliance tasks by responsible party
  • Reminder checklists, notifications and activity aging

 

BasisCode

Companies that integrate with BasisCode Compliance

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.

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BasisCode

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