[{"name":"B2i Investor Tools","slug":"b2i-investor-tools","version":"1.0.7.8","author":"b2itech","author_profile":"https://profiles.wordpress.org/b2ijoe/","requires":"4.4","tested":"6.6.2","requires_php":false,"requires_plugins":[],"rating":92,"ratings":{"1":1,"2":0,"3":0,"4":0,"5":9},"num_ratings":10,"support_threads":0,"support_threads_resolved":0,"downloaded":12460,"last_updated":"2024-08-28 3:05am GMT","added":"2016-09-12","homepage":"http://www.b2itech.com","sections":{"description":"

About

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

Our plugin is HTTPS secure, offers responsive/mobile friendly design, and lightning-fast load times. Backed by over two
\ndecades of industry expertise, our team also delivers premier support across all levels, from creative services to
\ndevelopment and customer support. Additionally, we offer a full suite of digital IR services, including website design,
\nhosting and management, investor presentations, webcasts, conference calls, press release distribution, and automated,
\ncorporate-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
\nafter you install and activate our plugin. This will allow you to implement with live demo data for testing.

Business ID: 2626
\nAPI Key: Sf6Ic9Gy8
\nTicker: OCC
\nPost 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.

For examples, ShortCode usage and dewtailed listing of content modules, please see our Live View site
\nB2i 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.
\nPricing is very straight-forward, with scalable, customizable solutions.
\nFor 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.”
\n– Website Design Firm

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

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

\n","installation":"

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.
Activate the ‘b2i Investor Tools’ plugin through the ‘Plugins’ menu in WordPress.
Go to Settings / b2i options to enter your credentials received.
Begin crafting your IR Site with the available shortcodes.

\n","faq":"\n

\nPlugin support\n\n

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

\nHow does the plugin work – Tech Talk\n\n

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.

\nWordPress multi-site installations\n\n

Yes! our plugin works with WordPress multi-site installations

\nModules Available\n\n

\n
SEC filings
\nAutomated – Realtime – Multi-format – XBRL files & Viewer – Email Alerts
\n
\n
Stock Quote / Historical Chart / Historical Data
\nAutomated – Email Alerts – 15 Minute Delayed
\n
\n
Financials / Fundamentals
\nAutomated – Extracted From SEC Filings as Reported – Cash Flow, Balance Sheet, Income Statment
\n
\n
Press Releases
\nAutomated – Realtime – Multi-format – WordPress post – RSS Feed and Email Alerts
\n
\n
Email Alerts
\nOpt-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
\n
\n
OTC Disclosures
\nAutomated with Email Alerts
\n
\n
Documents Lists
\nPresentations, Annual and Quarterly Reports, Charters, Governance Documents & More
\n
\n
Event Calendar
\nAutomated Reminder Emails
\n
\n
Customizable Banner Messages
\nCompletely Custom Code blocks with scheduled display / expiration – great for adding earnings call information to your home page or investor landing page for easy access
\n
\n
Directors / Management
\n
\n
Committee Composition
\n
\n
Analysts
\n
\n
Shareholder material request system
\n
\n
Dividends
\nAutomated – Declared Date, Ex Date, Payment Date, Amount, Total for Year, Frequency, Change
\n
\n
Quarterly Earnings – Multi Section Downloads
\nVersatile Usage – documents and links list with scheduled display / expiration, section expansion, custom code ability and much more
\n
\n
Contact Us
\nContact Form and Powerful Webform Handlers with auto-reply, email notify, follow-up reminders, CRM integration and More
\n

\nBenefits\n\n

\n
Automated and Realtime Regulatory Disclosure
\nSave time and money with our website automation tools. Remove the frustration and concern for website regulatory disclosure
\n
\n
Seamless Integration & Website Continuity
\nIncorporate 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.
\n
\n
Website Compliance
\nCompliance for SEC, NYSE, NASDAQ, ADA, GDPR, CASL
\n
\n
Keep Contacts Informed Automatically
\nRealtime email notifications – Consistent communication is the foundation for Investor Relelations Excellence
\n
\n
Automated Press Release posting into WordPress blog
\nAutomatically kept up-to-date. Leverage your press releases as onsite SEO.
\n
\n
White Glove Content Management Service
\nExtremely responsive service! We take pride in helping you when you need support.
\n

\n\n","screenshots":"

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

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