JJ Deng

Review of Envestnet | Tamarac

If you need to use these guys for keeping GIPS-com...

If you need to use these guys for keeping GIPS-compliant records for your firm's records, stay away! Even though they advertise that they support GIPS in their advertising materials, my former employer learned the hard way (after using them for a few years and having migrated our records onto their systems) that they don't really support it nor do they know much about GIPS, and they were stuck in a huge quagmire requiring them to sort out thousands of different individual records by hand in order to complete their GIPS verification.