About
A Comprehensive Investor Relations Website Solution – Allowing simplified implementation with ShortCodes. Website Content Automatically Updated, HTTPS Secure, Responsive / Mobile-Friendly, Lighting Fast and World Class Support.
Getting started
We will provide you with a Business ID and API Key. Next, visit the Settings/B2i options area to see available ShortCodes and ShortCode parameters for customization.
Modules Available
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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
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Committee Composition
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Analysts
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Shareholder material request system
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Dividends
Automated – Declared Date, Ex Date, Payment Date, Amount, Total for Year, Frequency, Change -
Quarterly Reports – Multi Section Downloads
Versatile Usage – documents/links list with scheduled display / expiration, section expansion, custom code ability and much more -
Contact Us
Form and Powerful Webform Handlers with auto-reply, email notify, CRM integration and More
Benefits
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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
Continue to develop your blog content while it is 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.
Client and Partner Feedback
“This has allowed us to offer publicly traded companies a complete website solution.”
Website Design Firm
“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
“We knew a tool like this had to be available. Thank you for offering such an easy to use plugin.”
NASDAQ Listed Company
“Your service is so responsive, we feel as though we are your only client.”
Investor Relations Firm
“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 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 20 years leveraging our proprietary infrastructure to mange content efficiently, allowing your team to focus on other key business tasks.
Other Services
Other services include: Press Releases 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 our Live View demonstration site: Live View
SAAS Pricing
While this plugin is free, the datafeeds are based on the B2i service which is licensed software for a fee.
Pricing is very straight-forward, we Offer Customized Solutions and base new development on customer feedback.
For this reason, we would like the opportunity to engage with our clients during the discovery process to make sure all of your material disclosure needs are met.
Download & install the zip archive
The plugin package installer can be downloaded from the WP2E project tab called “code”.
1 – Select the version to download if this option is available otherwise the “latest” version of the main plugin will be used.
2 – After downloading the zip archive install the plugin package installer in you local environment and activate the script from the plugin list.
3 – Under the section “Plugins” of the admin dashboard you should see a new “Dependencies & Licenses” link. Follow the instructions from this panel to finalize the installation of the missing dependencies.
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- Give a name to your project
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- Download the Installer Package
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- Install & activate the plugin locally
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- Install the suggested dependencies
Tips: Use the WP2E panel to add/suggest new dependencies to the local installation. Press F5 in the list of dependencies if the changes are not displayed right away.