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
Merger Edits
Send your request to support@bivio.com .A Ira Smilovitz On Tue, Jan 18, 2022 at 7:48 PM Kathy Edwards via bivio.com ...
Headquarters of companies
Thanks, so glad we have Bivio! On Mon, Jan 17, 2022 at 1:41 PM Greg Horning via bivio.com <user* 29145300001@bivio.com ...
Review withdrawal stock transfers very carefully
Ira, Good luck with getting TDA to comply. In a different matter, I finally had to file a complaint with ...
Withdrawal
I went back to review our procedures. It appears we have been operating in violation of our PA. Our PA ...
Guest member Club email access
guest and I decided to cancel her Guest access since I cannot remove her Email on roster. She will continue ...
Guest member Club email access
I invited a potential member as a Guest. she shows in roster as a guest member. The description of a ...
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Top Club Holdings
 |
AAPL | 64% |
 |
AMZN | 38% |
 |
MSFT | 33% |
 |
DIS | 28% |
 |
V | 26% |
 |
NVDA | 20% |
 |
FB | 20% |
 |
COST | 20% |
 |
GOOG | 18% |
 |
GOOGL | 17% |
| Club Index |
Average Portfolio:
$
229,424
Club Home Pages
| PACIFIC INVESTORS |
| Wealthmasters |
| Massive Investing Promotes Savings(C00E1512) |
| SL Money Spinners Club |
| The Perpetual Lush Club |