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
Club Cafe
Club Cafe - How it Works and Unsubscribing
Hi all, There have been some good discussions lately on this list.A Thanks to all who jump in and contribute.A ...
Investments Clubs Using Fidelity
Our family club uses Fidelity and the members all use their personal bank account's billpay feature to make automatic deposits ...
Wabtec / GE stock split
Everyone received cash instead of shares. Had to have 186 (I think) of GE stock. Original Message From: john paul ...
Computershare
I didn't know what a silver medallion is so I looked it up. It is " A stamp that is ...
Wabtec / GE stock split
No I never heard anything. -jp Sent from Yahoo Mail for iPhone On Saturday, March 16, 2019, 11:13 AM, Mark ...
Scottrade to Ameritrade Account Sync
Send this to support@bivio.com On Thu, Mar 14, 2019 at 3:59 PM David Lowe via bivio.com <user* 20465900001@bivio.com > wrote: ...
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Top Club Holdings
 |
AAPL | 57% |
 |
AMZN | 32% |
 |
V | 24% |
 |
DIS | 22% |
 |
FB | 20% |
 |
MSFT | 18% |
 |
BRKB | 17% |
 |
CTSH | 17% |
 |
GOOGL | 17% |
 |
GOOG | 16% |
| Club Index |
Average Portfolio:
$
165,440
Club Home Pages
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