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:

  • Contributions and withdrawals.

  • Transaction summary.

  • Performance history.

  • Income and expenses.

  • Change in market value.

  • Purchases and sales.

  • Realized gains and losses.

  • Affiliated account consolidation.

  • Portfolio summary with graphs.
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