Investment Club Accounting, Tax Preparation and Management Software

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"I can't imagine trying to effectively manage an investment club without using Bivio. It is very intuitive, and easy to use for non-accountant and non-technical types. It makes tracking investments and preparing the club's taxes and investors K-1 forms a breeze. Thank you for your great product and service!"-Joe M., KS

"Thank you for all your help and wonderful service over the years. There's no question that bivio is one of the best things that ever happened to investment clubs."-Bev T., WA

"Bivio is great software. To be able to correct historical transactions and have them flow into today's member values and last year's tax returns is fantastic. I'm a CPA so I know good accounting software when I see it!"-Alec P., NC

[more testimonials]

Club Cafe

Why Start an Investment Club?

Entering dividends manually in Bivio

What specifically do you want help with?A Go to Accounting then Investments and then Income. Enter the type of dividend. ...

What do you think?John Rice - The Club Cafe -

Partial payout to club member

Our valuation date is the next standard valuation date (end of the month) after receiving an intent to withdraw. That ...

What do you think?James P. Dickerson - The Club Cafe -

E*Trade & Edward Jones

Ty writes: Thanks. When the E*Trade access is fixed will Bivio sync pick up where it stopped or begin on ...

What do you think?Robert Nagler - The Club Cafe -