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
Filing a Club Partnership Return in New Jersey
Has anyone had any success in electronically filing a New Jersey partnership return for their investment club? I followed the ...
Computershare
Original Message From: Laurie Frederiksen To: The Club Cafe Sent: March 18, 2019 at 7:02 PM Subject: Re: [club_cafe] Computershare ...
Computershare
Three points. It was painful to move the DRIP and fractional shares from drip management company to our broker, determine ...
Club Cafe - How it Works and Unsubscribing
Laurie, I don't need this but it would probably be helpful to have directions to unsubscribe in the Help with ...
Investments Clubs Using Fidelity
Our family club uses Fidelity and the members all use their personal bank account's billpay feature to make automatic deposits ...
Wabtec / GE stock split
Everyone received cash instead of shares. Had to have 186 (I think) of GE stock. Original Message From: john paul ...
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Top Club Holdings
 |
AAPL | 57% |
 |
AMZN | 32% |
 |
V | 24% |
 |
DIS | 22% |
 |
FB | 20% |
 |
MSFT | 18% |
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BRKB | 17% |
 |
CTSH | 17% |
 |
GOOGL | 16% |
 |
HD | 16% |
| Club Index |
Average Portfolio:
$
166,312
Club Home Pages
| Broadlands Asset Management LLC |
| Shades of Success |
| PACIFIC INVESTORS |
| Black Family Investment Group |
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