Here are some of the reasons investment clubs like yours prefer bivio to other investment club accounting options.
Automatic links to many popular investment club brokers through our AccountSync feature:
bivio is your lowest cost option for doing investment club accounting and tax preparation
- bivio accounting experts research and make proper cost basis adjustment entries for you when reorganizations (splits, spinoffs, mergers etc.) happen. You do not have to figure out and make complicated entries manually
- bivio handles wash sale entries so taxes are prepared correctly
- bivio has the most knowledgeable support staff
- bivio offers a version which allows you to track options trades and short sales correctly
- bivio has the best users
bivio offers your club the ability to earn discounts on your annual subscription fees with the only industry referral program open to all
bivio Bucks Program
- bivio provides a way to pull your club portfolio directly into Manifest Investing (subscription required) and Yahoo Finance (free) portfolio pages
- bivio keeps your data available to you in an open export format. We do not lock up or hold your data hostage if your subscription expires
- bivio lets all authorized users access your club information at any time. You don't have to worry about your records being lost because someones computer crashes.
- bivio accounting experts stay on top of income tax law changes that might impact your club so you can make sure you are always handling your tax requirements correctly.
bivio provides Ticker Research Pages that take you to a huge amount of free information you can use to analyze stock selections
Ticker Research Page
bivio supports an active community where regular tips on running your club, doing your club accounting and selecting investments are provided and discussed
bivio provides suggestions for topics of interest to use for educational sessions in your investment club meetings
Club Meeting Meeting
bivio provides you with a demo club where you can see actual accounting entries made and described:
No affiliation with any specific organization is required to use bivio or benefit from our low pricing.
Our customers will tell you themselves that our accounting service is the best:
See for yourself. We offer a 3 month, totally functional, totally free trial. No credit card is required. All you need to start is an email address:
If you have any further questions, feel free to let us know: