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?

Power of Attorney

I agree that it is often surprising, and dismaying, where legal challenges come from. In our case it is highlyA ...

What do you think?Linda Glein - The Club Cafe -

Brokerage Accounts

Any fees must be disclosed in the customer agreement that you sign when you open the account. Brokers can revise ...

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

Voting between meetings

When I joined twenty years ago, it was saidA :if it is a good buy today it will be next ...

What do you think?Connie Humble - The Club Cafe -