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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
Send your request to support@bivio.com .A Ira Smilovitz On Tue, Jan 18, 2022 at 7:48 PM Kathy Edwards via bivio.com ...
Thanks, so glad we have Bivio! On Mon, Jan 17, 2022 at 1:41 PM Greg Horning via bivio.com <user* 29145300001@bivio.com ...
Ira, Good luck with getting TDA to comply. In a different matter, I finally had to file a complaint with ...
I went back to review our procedures. It appears we have been operating in violation of our PA. Our PA ...
guest and I decided to cancel her Guest access since I cannot remove her Email on roster. She will continue ...
I invited a potential member as a Guest. she shows in roster as a guest member. The description of a ...
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Top Club Holdings

AAPL AAPL  64%
AMZN AMZN  38%
MSFT MSFT  33%
DIS DIS  28%
V V  26%
NVDA NVDA  20%
FB FB  20%
COST COST  20%
GOOG GOOG  18%
GOOGL GOOGL  17%

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Average Portfolio:
$ 229,424

Club Home Pages

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