B2i Investor Tools

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About SEC filings – Automated/Realtime, Press Releases – Automated/Realtime, Email notifications – Automated/Realtime, Reported Financials, Stock Detail, Charting and History, Dividends, and more. Simple implementation with Shortcodes. Updated automatically, securely (https), and displayed in responsive, mobile friendly display. Benefits Automated and Realtime Save time and money with our website automation tools. Regulatory Disclosure Remove the frustration and concern for website regulatory disclosure Keep Contacts Informed Automatically Realtime email notifications – Consistent communication is the foundation for Investor Relelations Excellence Website Compliance Compliance for **SEC, NYSE, NASDAQ, ADA, GDPR, CASL Simply and Seamless Integration Using our shortcodes, your data is pulled into your website and incorporated in search engine results. Website Continuity Your content and design never get out of sync with your corporate website because you don’t give up control. White Glove VIP Service Extremely responsive service! We take pride in helping you when you need support. B2i Example Pages | Demonstration Site Client Feedback “It’s about time someone brought a tool to market that keeps equity data updated on my website without charging a small fortune.” “This is exactly what we’ve been looking for! A plugin to keep our data updated without losing control of our investor pages.” “We knew a tool like this had to be available. Thank you for offering such an easy to use plugin.” “Your service is so responsive, we feel as though we are your only client.” B2i VIP Services are ready to support you and can perform edits and send email notifications for content that is not automatically updated and take more of your website maintenance off your plate to allow you to spend time on other key tasks. Your conference call events, investor presentations, annual reports and any other documents and information can be posted to your website and email notifications sent to subscribers. B2i offers additional integrated solutions, which are full featured and cloud based to handle your website, CRM, email marketing needs, conference calls, webcast and whistleblower phone hotline/web form solutions. 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. 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 parameters for shortcodes. Modules Available SEC filings Automated – Multi-format & XBRL files & Viewer – Email Alerts Stock Quote / Historical Chart / Historical Data Automated – Email Alerts Financials / Fundamentals Automated – Extracted From SEC Filings as Reported or Historical – Cash Flow, Balance Sheet, Income Statment Press Releases Automated – Multi-format – WordPress post – RSS Feed and Email Alerts Email Alerts Opt-in Sign-up Form, Branded Templates, Automated Email List Manager, Dashboard Reporting, Contact Export OTC Disclosures Automated – 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 Contact Us Form and Powerful Webform Handlers with auto-reply, email notify, CRM integration and More Institutional Holders Automated – Shares Held, Holding Value, Percentage, Changes Insider Holdings Automated – Officers & Directors, Shares Held 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 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. Other Services Other services include: Conference calls / Webcasts / Whistleblower hotline and web solution. Contact Us for more details. More Information More information about each plugin and our live demonstration site: https://www.b2itech.com/About-Plugins