For hedge funds and active clubs, ActivePartnership™ lets you track short sales, options and high volumes of transactions.
For hedge funds that would like to take advantage of bivio's world class portfolio management, ActivePartnership™ is the place to start. Funds have the option of giving members one of three levels of access: printed reports only, limited online access and full online access. You can increase the number of transactions in increments of 500 to match your fund's level of activity.
ActivePartnership™ also includes all the features of AccountSync and priority email support.
You can try bivio RISK FREE during our three month trial. Only the tax features are disabled during the free trial, and you can upgrade to a full year subscription at any time. To start your free trial, simply register. Register now.
The base fee is $149 per year. This includes 500 transactions. Additional transactions can be purchased for $100 per 500 transactions. If your club has over $250,000 gross receipts or $600,000 in assets, bivio will produce your schedules L and M for IRS form 1065 for an additional $150.
We recommend optionsXpress for your brokerage needs.
Disclaimer: Options and short sales involve risk and are not
suitable for all investors. You can sustain losses in excess of your
invested capital when trading options or short sales. All investment
club members should understand the risks of any form of trading or
investing. To learn about options, we recommend visiting the
Options Learning Center at the CBOE.
To learn about stocks, please visit the
Investor Education area of the NASD.
