• 2011

Company Description

BasisCode Technologies LLC is an organization providing suite of financial compliance, regulatory compliance and insider trading software

BasisCode is a technology solutions firm providing registered investment advisors, family offices, operational, and technology clients with consulting, development, hosting, and workflow products. Our flagship product - BasisCode Compliance – Workflow Solution, delivers a simple, centralized compliance management system, enabling CCOs to identify high risk issues while meeting critical regulatory and documentation requirements. Our dashboard-driven system is a flexible cost effective solution including Testing, Certifications & Attestations, Gift & Entertainment, Risk Assessment and Forms Management Modules.