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The webinar is so helpful. I have served as treasurer for several years now, and still I find this so informative. Thank you so much! -Linda M., TX
I will definitely recommend Bivio for any investment club or similar. No question! I never would have been able to be treasurer of an investment club without you guys! it's been fun. -Dave N., Hawaiian Shirt Society
Our club has reviewed BIVIO's capabilities during Continuous Education in meetings, so club members are more familiar with the features and reports. They quickly realize everyone benefits from using BIVIO, not just the treasurer. As treasurer, I rely heavily upon BIVIO and find the software and support top-notch! -Courtney M., MI
"Thank you for the exceptional tax software! You made it easy to complete the taxes electronically." -Judy M., MN
"Thank you for all of your help this month as well as over the years. You are great." -Marlene P., CT
"Bivio makes it pretty easy to manage the clubs accounting..... and your support is awesome! So quick to respond." -Lynn S., PA
"Creating the K-1s and filing the taxes was sooooo easy. Thanks for handling the software." -Robert L., CA
"Our club was almost 24 years old before it came time to dissolve it, and I have been the treasurer all that time. I loved having Bivio's software and employees to help me out along the way, you guys are the best!" -Carole J., TX
"I love the new added charts. Very professional and very effective. Greatly appreciate the updates and makes Bivio that much more a valuable resource. We will definitely be renewing our membership subscription." -Frank G., KS
"We truly are very satisfied users for bivio, since 2014! This is one aspect of our club that runs on auto-pilot, and we are super grateful :) There is nothing else like bivio in the market!"-B. Parthiban, GA
"You have been AMAZINGLY helpful and I suspect there are a lot of other Club treasurers out there who say prayers of gratitude for you!"-Sheila M., CA
"I continue to be impressed with how well Bivio works for my club. The customer support is very good. The tax program is awesome - very easy to use. Thanks to all who I know do a lot of hard work to keep Bivio working well for us."-Betty T., WA
"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
Hi Rebecca, I recently learned that Bivio was not getting the information from Fidelity and have tried to balance the ...
Well said Bob! One additional perspective - fractional shares are the modern day DRIPs for adding to the treasurer's workload. ...
Hi Marjean, No, unfortunately our access is still being blocked. Justin bivio, Inc. ...
THANK YOU On Monday, December 22, 2025 at 06:47:08 PM CST, Marjean Daniels via bivio.com <user*20298800001@bivio.com> wrote: You get it ...
You can use this link to remove your access to ClubA Cafe: https://www.bivio.com/club_cafe/leave-club-cafe Becky Kruse bivio On Mon, Dec 22, ...
Our Partnership Agreement definitely lists securities as well as cash as payment to withdrawing members. As I read all these ...
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COST COST  29%
BRKB BRKB  20%
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