B2i Investor Tools

Description

About

We provide a comprehensive Investor Relations website solution that streamlines implementation using Shortcodes.
Our highly customizable plugin modules integrate automated financial data such as SEC Filings and press releases, along
with custom curated content, which is managed effortlessly through our IROffice portal—a user-friendly, point-and-click
CMS.

Our plugin is HTTPS secure, offers responsive/mobile friendly design, and lightning-fast load times. Backed by over two
decades of industry expertise, our team also delivers premier support across all levels, from creative services to
development and customer support. Additionally, we offer a full suite of digital IR services, including website design,
hosting and management, investor presentations, webcasts, conference calls, press release distribution, and automated,
corporate-branded email notifications.

Getting started

It’s super easy. To begin using our Investor tools plugin, enter the following credentials on the Settings/B2i Options page
after you install and activate our plugin. This will allow you to implement with live demo data for testing.

Business ID: 2626
API Key: Sf6Ic9Gy8
Ticker: OCC
Post key: this is a private key to allow automated press release posting into the WordPress blog. We walk you through this and conduct a test post to verify connectivity.

Contact us to get your account set up today. Easily switch to your company’s data by changeing out the credentials.

For examples, ShortCode usage and dewtailed listing of content modules, please see our Live View site
B2i Explorer.

SAAS Pricing

While this plugin is free, the datafeeds are based on our software-as-a-service which is licensed software for a fee.
Pricing is very straight-forward, with scalable, customizable solutions.
For this reason, we welcome the opportunity to your discuss your specific needs during a discovery process to make sure all of your material disclosure and digital IR needs are met.

Client and Partner Feedback

“This has allowed us to offer publicly traded companies a complete website solution.”
– Website Design Firm

“Your service is so responsive, we feel as though we are your only client.”
– Investor Relations Firm

“We knew a tool like this had to be available. Thank you for offering such an easy to use plugin.”
– NASDAQ Listed Company

“This is exactly what we’ve been looking for! A plugin to keep our data updated without losing control of our investor webpages.”
– NYSE Listed Company

“It’s about time someone brought a tool to market that keeps equity data updated on my website without charging a small fortune.”
– Microcap Company

B2i (Business to Investor) Technologies, Inc. has been providing Investor Relations products and services since 2000 including these same plugins that have now been made available through WordPress. Our product offering has continuously grown to meet industry demand with valued input from our clients. Our business philosophy is centered on providing excellent personalized customer service while offering cost effective products and services. We challenge you to find a more customizable, better priced offering with our world-class, dedicated customer and technical support.

B2i White Glove Service is ready to support you and perform website edits and send email notifications for content that is not automated. B2i has been managing corporate websites for over 2 decades leveraging our proprietary IR Office infrastructure to manage content efficiently, allowing your team to focus on other key business tasks.

Other Services

Other services include: Press Releases wire submission / Conference Calls / Webcasts / Whistleblower Hotline and Web Solution / AccessiBe for ADA and WCAG Compliance. Contact Us for more details.

More Information

More information about each plugin and visit our knowledgebase website: B2i Explorer

Screenshots

Installation

1. After receiving your credentials from our team, Install b2i Investor Tools automatically or by uploading the entire ‘/b2i’ directory to the ‘/wp-content/plugins/’ directory.
2. Activate the ‘b2i Investor Tools’ plugin through the ‘Plugins’ menu in WordPress.
3. Go to Settings / b2i options to enter your credentials received.
4. Begin crafting your IR Site with the available shortcodes.

FAQ

Plugin support

B2i offers email and phone support with direct access to developers. We encourage feedback and release new features based on user input and requests.

How does the plugin work – Tech Talk

All of our plugins integrate seamlessly into your website, allowing your CSS to control the look of the data. We AJAX all the data into the page to be part of your website, not an iframe, not a link carrying vistors away from your site and not a different domain that is out of your control. Press releases have an additional option to be posted into your website as a WordPress blog post to leverage your themes customized display. Latest press and calendar modules have ability t ouse server side loading for even better SEO.

WordPress multi-site installations

Yes! our plugin works with WordPress multi-site installations

Modules Available

• SEC filings
  Automated – Realtime – Multi-format – XBRL files & Viewer – Email Alerts

• Stock Quote / Historical Chart / Historical Data
  Automated – Email Alerts – 15 Minute Delayed

• Financials / Fundamentals
  Automated – Extracted From SEC Filings as Reported – Cash Flow, Balance Sheet, Income Statment

• Press Releases
  Automated – Realtime – Multi-format – WordPress post – RSS Feed and Email Alerts

• Email Alerts
  Opt-in Sign-up Form, Corporate Branded Emails, Automated Email List Manager, Dashboard Reporting, Contact Export, Receive Sign-up Notifications, A-B Test, and channel sign-up tagging

• OTC Disclosures
  Automated with Email Alerts

• Documents Lists
  Presentations, Annual and Quarterly Reports, Charters, Governance Documents & More

• Event Calendar
  Automated Reminder Emails

• Customizable Banner Messages
  Completely Custom Code blocks with scheduled display / expiration – great for adding earnings call information to your home page or investor landing page for easy access

• Directors / Management

• Committee Composition

• Analysts

• Shareholder material request system

• Dividends
  Automated – Declared Date, Ex Date, Payment Date, Amount, Total for Year, Frequency, Change

• Quarterly Earnings – Multi Section Downloads
  Versatile Usage – documents and links list with scheduled display / expiration, section expansion, custom code ability and much more

• Contact Us
  Contact Form and Powerful Webform Handlers with auto-reply, email notify, follow-up reminders, CRM integration and More

Benefits

• Automated and Realtime Regulatory Disclosure
  Save time and money with our website automation tools. Remove the frustration and concern for website regulatory disclosure

• Seamless Integration & Website Continuity
  Incorporate your investor relations data within your corporate website using our shortcodes, your IR data becomes part of your website. No iframes, no sub-domains and only one site to maintain. Keep control of your webpages and user experience.

• Website Compliance
  Compliance for SEC, NYSE, NASDAQ, ADA, GDPR, CASL

• Keep Contacts Informed Automatically
  Realtime email notifications – Consistent communication is the foundation for Investor Relelations Excellence

• Automated Press Release posting into WordPress blog
  Automatically kept up-to-date. Leverage your press releases as onsite SEO.

• White Glove Content Management Service
  Extremely responsive service! We take pride in helping you when you need support.

Reviews

Incredible plugin with incredible support!

mahnie August 9, 2021

I was asked to find a way to build an Investor Relations website for one of my clients which would allow them to escape the absolutely insane fees of Intrado. I installed and tried so many plugins and was starting to despair … until I found this one! This plugin met all our needs, was easy to install, easy to use, and easy to customize with CSS. In addition, the personal support I received in getting started was literally unparalleled by any plugin developer I’ve ever interacted with. I literally couldn’t be more pleased!!!

Great plugin & great support

monimono July 2, 2021

I’m using this plugin for more then 3 years and Yesterday after I updated my site (wordpress, theme and plugins) I was needed support to fix some sayout so i wrote to the support theme and they sent me css code to fixed my problem in 1 day. Good job guys!

Super Easy + Super Sharp

litzlori November 3, 2020

Super easy plug in to sharply showcase what key financial information you want to share on your site. Very easy to set up. Sent in my request – had a meeting that day and we were on our way to getting up and running. Love all the options for stock quote design, the flexibility in getting our PR’s onto our site, and how the calendar works. I was easily able to add new functionality to our site to improve the experience for our investors on our site. Great support and flexibility with the plug ins and super easy to use. Plus the email service was something I didn’t know I needed, yet now that we have it, it solves a major opportunity for improvement we needed.

There is no free version of this plugin

azpaulangel August 23, 2019 3 replies

You must contact a sales team, and to even test any functionality of this plugin.

Stop looking, your SEC requirements are met in under an hour

mattk27 July 15, 2019

If you need to make your site SEC compliant, simply get this plugin. It’s a one-stop shop solution that covers well beyond your requirements, and comes with support that is second to none. Excellent experience. I have a client that is a public company, and was in the beginning stages of trading, so I (the IT guy) was tasked with adding the specific requirements to our website that would meet the specifications set by the SEC for publicly traded companies. I had internal guidance regarding the need for SEC filings, stock ticker, chart, and etc. The rub was having to keep these documents up to date going forward, and the need to allow use of the XBRL viewer, which I had never heard of. I had all of the pieces in front of me, but was looking at a topic I did not understand, and only able to find one tool per requirement (stock ticker, document viewer, etc). I saw that there was going to be a lot more ahead in terms of updating newly released documents, making sure all of the tools (plugins) stayed working, and relying on our internal team to tell me about required updates as they came along. *** Plus they have a funky requirement for XBRL viewer to be available for the docs within the page, and an iframe looked like the only possibility….*** Nightmare on the front and back end of this project in terms of hours spent and keeping it maintained. So, at about 11pm, with my frustration level going through the roof, I came across this plugin that checked every box for me. Like too many tasks I am handed, this needed to be done yesterday, so I figured I would not be able to get this plugin up and running before the next day, and I would have to explain to my client that they’d have to wait for me to get their site to full compliance….. To my shock and delight, I got an email from Joe at b2i confirming the (pleading) message I had just sent on their website’s contact form (yea at 11pm) – that I needed someone to call me ASAP, albeit late at night. I have dealt with support companies basically every day for just about a decade, and Joe is one of the incredibly rare guys that is there with every bit of information you didn’t even know you needed to ask for. Truly one in a million. From the beginning until I was fully set up and fully compliant (an hour at most), he gave me the technical information I needed, gave me business-side recommendations to pass to my client, explained the shortcodes I needed out of the gate, showed examples of other layouts, and got me set up so I never have to think about this plugin again. Joe is the type of support guy that makes an IT person, like myself, look like an absolute hero. Covers every base, and personally handles the technical requirements. Followed up with me immediately after it was set up, gave us flexibility so management could make payment arrangements… an absolutely and utterly amazing experience. And yes, from my first message to b2i, to being completely done with this…. under an hour. My client was ecstatic the next morning. Joe equipped me with so much information about the base compliance requirements and features we could use to really go beyond what the SEC would ever ask for…. I looked like a absolute genius while Joe did all the work. (This is not to say I did not give Joe his due credit, but at the end of the day, the problem I was assigned was handled before the next morning… BOOM). b2i is a company that knows the SEC requirements inside and out, and their plugin is technically flawless. It’s their primary business from what I see on their website, they’ve been around for (I believe) about 20 years. I can tell they take pride in producing a tool that knocks these SEC requirements completely out of the ballpark. I don’t care what anyone tells me, the cost of this plugin is less than what it would cost to pay any developer to build out these features and keep it up to date in perpetuity. Plus, I sleep much better knowing that I don’t have to worry about either myself or someone else missing and update and getting pegged by the SEC. And if you’re not a developer, it’s ridiculously easy… plus you can just ask for Joe! Thanks to Joe and b2i for turning my hours frustration into dropping a few shortcodes on a page and sleeping like a baby.

Easy to integrate and outstanding support!

stvsan December 17, 2018

The plug-in is very straight forward and integrates easily into your wordpress site.The support is rapid and extremely responsive. B2i listens to their customers and adapts accordingly. Looking for to future releases for additional customizations.

Contributors & Developers