2 proposals:

1. State Tax Reporting

2. Would it be possible to add stock categories (i.e. small
cap, mid cap, large based on NAIC guidelines) to the suite
of reports?

Thanks,

Nick Picini

Amember at our club inquired about an evite like service being added to bivio. Evite.com is an interesting service to send email invitations to whatever event you are organizing. Your invitation list is displayed with the latest reponse for the invitee (will be there, won't , don't know) with a short reply. That way our presiding partner can check in one place who is expected to attend a meeting and if proxies are to be assigned. It would fit nicely under communications.
 
Nicholas Picini wrote:
> 2 proposals:
>
> 1. State Tax Reporting
>
> 2. Would it be possible to add stock categories (i.e. small
> cap, mid cap, large based on NAIC guidelines) to the suite
> of reports?
>
> Thanks,
>
> Nick Picini