Investment Club Accounting Comparison

myICLUB.com makes it easy to switch from Bivio.com with Club Concierge service to smoothly transition to a full suite of tools. Compare myICLUB vs. Bivio to see which website and club accounting software is right for your investment club's accounting, administration, operations and communication needs.
Feature myICLUB bivio Economy bivio Preferred
Unlimited annual transactions Y N / 250
Fee for additional transactions
N / 400
Fee for additional transactions
Unit based system Y Y Y
Two-factor authentication Y N N
Automatic lookup of ex-dividend dates Y Y Y
Multiple user-defined cash accounts Y Y Y
Automatically acquire security valuations Y Y Y
Member withdrawal scenario calculator Y N N
Club Watch List Y N N
Club Calendar w/Google, Apple, & Outlook integration Y N N
Automatic club data backups Y N N
Publish files to the public Y Y Y
Club file storage takeout download (as single zip file) Y N N
Short sales, options, covered calls N N Y
Link BI Online Tools SSGs to Portfolio Reports Y N N
Portfolio Diversification Reports & Graphs by company size & sector/industry Y N N
Portfolio Heatmaps Y N N
Export reports as PDF files Y N N
E-filing Federal 1065 tax return Y N N
State replacement tax forms approved by all state tax agencies Y N N
Member of National Association of Computerized Tax Processors (NACTP) Y N N
Stockwatcher assignments & reports Y N N
Officially Endorsed by BetterInvesting Y N N
Brokerage transaction downloads Schwab, E*Trade, Fidelity, Interactive, TDAmeritrade Schwab, Edward Jones, E*Trade, Fidelity, Interactive, Merrill Lynch, TDAmeritrade Schwab, Edward Jones, E*Trade, Fidelity, Interactive, Merrill Lynch, TDAmeritrade
Annual Subscription (1-Yr) $87.99 $149.00 $179.00
Annual Subscription (2-Yr) $142.99 $298.00 $358.00
Federal tax return preparation $99.99
$89.99 w/Early Bird Discount
Included
Included
State tax return preparation $99.99
$89.99 w/Early Bird Discount
(CA, CO, NY, NJ, PA, AZ, GA, IA, OR, IN, MD, MN, MO, WI, MA.)
Not Included
(CA, CO, NJ, NY, PA must upgrade to Preferred. Other states available from 3rd party for $89 +$5 fee/member over 10.)
Included
(CA, CO, NJ, NY, PA only. Other states available from 3rd party for $89 +$5 fee/member over 10.)
Feature myICLUB bivio Economy bivio Preferred
Based on the information available to us as of 7/28/2021, we believe this page to be a factual representation of the products shown. Product features may have changed since that date. If you believe any part of the above comparison to be incorrect, we'd like to know. Please email us at askdoug@iclub.com.