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With no stand-alone software to buy, install or upgrade, web-based bivio AccountSync™ makes club financial management and tax reporting fast, easy and convenient. |
bivio AccountSync includes an electronic link between your brokerage account and bivio. Any activity in your account is automatically and securely transmitted to bivio, including member deposits, stock purchases and sales, interest, stock splits, mergers, dividends, spin-offs and more.
Automatic broker imports are currently available for BUYandHold, Charles Schwab, E*TRADE, Fidelity Investments, optionsXpress, Scottrade, ShareBuilder and TD Ameritrade accounts, and new brokers are being added all the time. Until your broker is added, you can enter transactions manually, as you do with other club accounting products.
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Dependable and secure – bivio has been used by thousands of investment clubs since 1999.
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Simple conversion and data download – accepts data directly from other Club Accounting software as well as major online brokerage firms.
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Convenient online format – bivio can be accessed 24/7 from any computer with an Internet connection … no software to buy, install or update.
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Outstanding value – year-end federal tax forms included, as well as state tax forms for CA, CO, NY, NJ and PA...nothing extra to buy.
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Versatile – password-protected data viewable anytime by any registered club member, but can be modified only by your authorized Club administrators.
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Worry-free – toll free customer support and email help on demand.
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Power of the Portfolio Bundle
BetterInvesting Membership and Portfolio Manager 5 Software
Learn About Investment Clubs
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