B2i Investor Tools B2i Investor Tools

B2i Investor Tools

Created by: b2itech

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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

  • Install and Activate the plugin. Then go to Settings / B2i Options and enter your credentials and click the Save button.
  • While on the Settings / B2i Options page, Scroll down and expand one of the modules and copy the ShortCode
  • Paste the ShortCode onto one of your WordPress pages and Update the page to Save.
  • View your page.

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