Orion Advisor Tech

Orion + BasisCode: How BasisCode Helps One CCO Keep 75+ Affiliates Audit-Ready

August 01, 2022

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Cherie Jolly

Cherie Jolly, Dynamic’s chief compliance officer, talks with Orion’s Carlos Guillen, senior vice president of Tech Products, and Ryan Stevenson, associate vice president of Business Development, about how Dynamic’s Compliance team relies on BasisCode to juggle the various compliance needs across the Dynamic network of wealth advisory firms–helping them get (and stay) audit-ready!

 

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