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?

disbanding

The final return is due two and a half months after dissolution (not three and a half). While you can ...

What do you think?Ira Smilovitz - The Club Cafe -

disbanding

Why are you going to sell all of your stocks? Why don't you just split up the stocks and cash ...

What do you think?John Rice - The Club Cafe -

Investment Clubs using www.folioinvesting.com as their online broker

I am the treasurer and just make a copy of the deposit slip each month with all members names on ...

What do you think?Ginny Hester - The Club Cafe -

Email Housekeeping

Hi All, Do you or any members of your club have an old email address associated with your bivio account? ...

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

Best Brokerage Company

We were with Scottrade for almost fifteen years until they recently were taken over by TDAmeritrade. TD is fairly new ...

What do you think?David M. Owen - The Club Cafe -

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 ...

What do you think?Dated January 27,2015 The Tim and Rita Geary Trust - The Club Cafe -

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Top Club Holdings

	AAPL	58%
	AMZN	30%
	FB	24%
	V	23%
	DIS	20%
	CTSH	17%
	SBUX	17%
	MSFT	17%
	GOOGL	17%
	BRKB	17%
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Average Portfolio:
$ 175,168

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