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Orion Acquires Industry-Leading Compliance Management Software Platform, Basiscode Compliance Llc

PRIVATEOct 22, 2021•over 4 years ago

Acquiring Company

Orion Advisor Solutions

Acquired Company

Compliance Management Software

OmahaFinancial ServicesSoftwareReal EstateSales And Marketing

Description

End-to-end wealthtech powerhouse Orion Advisor Solutions is strengthening its compliance technology offering for clients by acquiring BasisCode Compliance, LLC, a leading provider of regulatory compliance and risk management technology. Driven by a focus on improving investor outcomes in the advisor-client relationship, Orion signed and closed the BasisCode transaction today.

Company Information

Company

Orion Advisor Solutions

Location

Omaha, Nebraska, United States

About

Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success.

Predictive Intelligence
Strategic

ML-powered predictions for Orion Advisor Solutions's next move

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M&A Insights

Based on deal data
Integration timeline
70% of M&A integrations take 12-24 months to complete
Tech stack consolidation
83% of merged companies consolidate technology vendors within first year
Post-acquisition investment
Companies increase IT spending by 23% on average after acquisitions
Success factor
M&A deals with strong technology integration plans are 2.5x more likely to succeed