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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
Thank you!A Glad to hear.A TD seems to be working fine for us at SITM From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf ...
Thanks Ira Regards, Alessandro On Jul 2, 2021, at 9:32 PM, ira smilovitz via bivio.com <user*2883400001@bivio.com> wrote:  Alessandro, The ...
We thank you for this very useful tool. Much appreciated. Linda On Mon, Jun 28, 2021 at 6:39 AM Laurie ...
Hi all, I came across this article and found it made me stop and consider how these things apply to ...
Insights on Fidelity: Wea€(TM)re a partnership as a club (major changes do need everyone to sign a€" like changing account ...
This was a spinoff effective 6/3/2021. You use the spinoff button on the Accounting>Investments page to enter it. For each ...
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Top Club Holdings

AAPL AAPL  63%
AMZN AMZN  37%
MSFT MSFT  32%
DIS DIS  28%
V V  25%
FB FB  19%
COST COST  19%
GOOG GOOG  17%
PYPL PYPL  17%
GOOGL GOOGL  16%

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Average Portfolio:
$ 237,836

Club Home Pages

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