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

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Club Cafe

Why Start an Investment Club?

ML no longer supporting investment club accounts andFidelity no longer opening new club accts?

There are hundreds of market perspectives and commentary available for FREE and many from big names.A One of my favorites ...

What do you think?Mark Eckman - The Club Cafe -

ML no longer supporting investment club accounts and Fidelity no longer opening new club accts?

If you are looking for 'market perspective' how about subscribing to the Investor Advisory Service and read their commentary out ...

What do you think?Linda Glein - The Club Cafe -

ML no longer supporting investment club accounts and Fidelity no longer opening new club accts?

We use ETrade & they have always been helpful & nice to deal with. For more ideas, check the Bivio ...

What do you think?David A. Nathanson - The Club Cafe -

Tax question: carryover of losses

All losses will be passed through to your members to report on their personal taxes.A They can be used to ...

What do you think?Laurie Frederiksen - The Club Cafe -

ML no longer supporting investment club accounts and Fidelity no longer opening new club accts?

We have always used Ameritrade and it works seamlessly with BiVio. Sent from my iPhone On Nov 8, 2018, at ...

What do you think?Karen Andrusiak Revocable Living Trust - The Club Cafe -

forcing withdrawal upon a partner

Sent from my Verizon, Samsung Galaxy smartphone Original message From: "Don & Carolyn Scoville via bivio.com" <user*35455500001@bivio.com> Date: 11/7/18 7:20 ...

What do you think?Tim Hoyman - The Club Cafe -

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