TIMS BREU (Browser Reporting for Enterprise Users) is Cadaret, Grant's asset management and reporting platform for fee-based business. This free, Web-based asset management and reporting platform enables you to generate institutional-style reports for TIMS clients. Portfolio reports available include:
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Contributions and withdrawals.
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Transaction summary.
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Performance history.
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Income and expenses.
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Change in market value.
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Purchases and sales.
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Realized gains and losses.
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Affiliated account consolidation.
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Portfolio summary with graphs.