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
Warrants
Cathy, this is the type of problem that bivio handles directly through its support desk. Send your enquiry to support@bivio.com ...
Looking for Ideas - hydrogen?
Interesting, and thanks. On Tue, Feb 23, 2021 at 7:54 AM Norman C. Blizard via bivio.com <user* 36041900001@bivio.com > wrote: ...
State NY tax documents
We use TD Ameritrade and had our 1099 in January. From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Connie Humble via bivio.com ...
Member payment error
Okay thanks Sent from my iPad On Feb 21, 2021, at 8:48 PM, Laurie Frederiksen <laurie@bivio.biz> wrote: Michelle, Please ...
Looking for Ideas
Norm I looked over the presentation and what I see are dreams without acknowledgement of the challenges. The Siemens offshore ...
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Top Club Holdings
 |
AAPL | 63% |
 |
AMZN | 36% |
 |
MSFT | 32% |
 |
DIS | 27% |
 |
V | 26% |
 |
FB | 20% |
 |
COST | 19% |
 |
GOOGL | 17% |
 |
GOOG | 17% |
 |
JNJ | 16% |
| Club Index |
Average Portfolio:
$
223,386
Club Home Pages
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