Investment Club Accounting, Tax Preparation and Management Software
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"Thank you for the exceptional tax software! You made it easy to complete the taxes electronically."
-Judy M., MN
"Just thankful that our club is with bivio! And you folks! One of our best decisions."
-Dick W., WA
"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
Club Cafe
member percentage
Yes, we dissolved the partnership late last year and made the final withdrawals in stock to the remaining 4.A We ...
withdrawal
Thank you. Sent from Yahoo Mail for iPhone On Friday, March 14, 2025, 4:06 PM, ira smilovitz via bivio.com <user*2883400001@bivio.com> ...
class action suit against e-Trade (aka Morgan Stanley)
Our club never had any significant issues with E*Trade or Morgan Stanley. As treasurer, I liked them so much I ...
Step up in cost basis
Yes; thank you for sharing your wisdom! Sent from my iPhone On Mar 13, 2025, at 1:30 PM, David Karbulka ...
Schwab closing investment club accounts!?!
https://us.etrade.com/forms-applications#newApplications Look for Investment Club Account Havena€(TM)t faced an issue where wea€(TM)ve needed to inform eTrade of internal club matters. ...
Schwab closing investment club accounts!?!
We are with E*Trade and have been with them for many years. They sync well with Bivio and they have ...
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Top Club Holdings
 |
AAPL | 64% |
 |
AMZN | 57% |
 |
NVDA | 55% |
 |
MSFT | 47% |
 |
V | 32% |
 |
GOOGL | 30% |
 |
GOOG | 27% |
 |
COST | 26% |
 |
BRKB | 18% |
 |
DIS | 17% |
| Club Index |
Average Portfolio:
$
267,404
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