Are you ready to get started? Whether you're starting from scratch or your club would like to change your accounting to bivio, we're here to help.
If you'd like to learn a little more about what an investment club is and how bivio can help you run one:
If you're ready to start a new investment club, here are the simple steps you should follow:
How to Start an Investment Club
If you're an existing club, it's quick and easy to switch over your records to bivio from another investment club program such as one from
TM or NAIC
You can also easily switch to bivio if you've been doing your record keeping manually or using a spreadsheet. Here's how:
Switching to bivio