Orion Advisor Solutions

'Tis Better to Give Than to Receive

As year-end approaches, a ThinkAdvisor article suggests top 10 holiday gift ideas under $100 to help clients and partners, while the BasisCode Compliance suite and mobile app assist firms in setting spending limits and ensuring policy compliance for corporate gifting.

Year-end is upon us and finding ways to say ‘thanks’ to our clients and partners can be challenging. Given traditional compliance requirements, now coupled with the effects of a global pandemic, many are scratching their heads on just how to show their gratitude. Fear not, a recent ThinkAdvisor article offers a top 10 list of holiday gift ideas, each under $100.

Not sure what you can spend this year? With the BasisCode Compliance suite, compliance teams can easily establish firm limits and employees can easily pre-check activities to ensure they do not violate firm policies – before they use their corporate cards. Additionally, the BasisCode mobile app makes it easy to expense items on the go. Happy gifting!