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
Email Housekeeping
Hi All, Do you or any members of your club have an old email address associated with your bivio account? ...
Best Brokerage Company
We were with Scottrade for almost fifteen years until they recently were taken over by TDAmeritrade. TD is fairly new ...
disbanding
Sorry, I think you asked the question in the wrong forum as I did earlier. On Monday, July 2, 2018, ...
Partnership Representative--verbiage for bylaws change?
We are wondering if anyone has copies of verbiage they have used for defining the position of Partnership Representative in ...
Income Taxes for Indiana
Thank you for the info. Phyllis Do what you can. Want what you have. Be who you are. Sent from ...
Beneficiary forms
Mary Anne, Go to the Help section of Bivio. On Fri, Jun 15, 2018 at 10:35 AM, Mary Anne W. ...
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Top Club Holdings
 |
AAPL | 58% |
 |
AMZN | 29% |
 |
FB | 24% |
 |
V | 22% |
 |
DIS | 20% |
 |
SBUX | 18% |
 |
CTSH | 18% |
 |
GOOGL | 17% |
 |
JNJ | 17% |
 |
BRKB | 17% |
| Club Index |
Average Portfolio:
$
166,853
Club Home Pages
| Beginner's Investment Group |
| Fire Rock Investment Club |
| TPC |
| Central North Carolina Chapter NAIC |
| Onyx Investment Group |