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
AccountSync Schwab
We are working with Schwab right now. It's in theirA hands right now to get into production. We are in ...
Info not up to date
No problem sorry I did not send my first email to Support I've been a client of yours for many ...
investing advice to lower income seniors
Did you check with AARP? Sent from my iPhone On Jun 19, 2022, at 1:25 PM, Norman C. Blizard via ...
Touching Base!
Of course, we can! On 06/13/2022 7:37 AM Marty Eckerle via bivio.com <user*12801300001@bivio.com> wrote: Email is fine ok On Mon, ...
AccountSync - E*Trade
Becky: E*Trade seems to be working fine now. The last sync picked up the missing transactions. Thanks. Ty Hughes | ...
Erroneous contribution from a partner
Thank you Ira and William for your welcome knowledge and advice. Steve Foster Circle of Friends On Wednesday, June 8, ...
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Top Club Holdings
 |
AAPL | 64% |
 |
AMZN | 46% |
 |
MSFT | 35% |
 |
V | 27% |
 |
DIS | 26% |
 |
NVDA | 22% |
 |
GOOG | 22% |
 |
GOOGL | 21% |
 |
COST | 21% |
 |
META | 18% |
| Club Index |
Average Portfolio:
$
197,218
Club Home Pages
| Destined For Success Investment Club |
| Montgomery County Model Investment Club |
| Grace Innovation Ministry LLC |
| Broadlands Asset Management LLC |
| Lone Star Online Investment Club |