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
Non-Profit Bivio
His comment was not that iClub cost 7 times as much as Bivio. The comment was that Better Investing (which ...
AccountSync Schwab
Re Schwab sync for my club: My account rep at Schwab said: "Please contact Better InvestingA (they mean BIVIO) and ...
Possible Sync Issues with Merrill Lynch
Is it possible your broker is investing your on hand cash into a pool that is drawing interest. If Bivio ...
Schwab AccountSync status
Thanks for the update. I just finished a webinar about valuing companies. Having a CEO who is honest, passionate, and ...
New Member Question - Examples of Stock Study Presentations
Michael Thank you for all this detail. I'm grateful to all of this knowledge. One question - do you automatically ...
Meeting venue
The American with Disabilities Act has been pretty clear on this for some time but it has been more challenging ...
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Top Club Holdings
 |
AAPL | 64% |
 |
AMZN | 48% |
 |
MSFT | 36% |
 |
V | 28% |
 |
DIS | 26% |
 |
GOOGL | 23% |
 |
GOOG | 23% |
 |
NVDA | 22% |
 |
COST | 21% |
 |
META | 18% |
| Club Index |
Average Portfolio:
$
212,935
Club Home Pages
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