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Description

B2i Technologies provides adaptable, fully integrated corporate and investor relations website solutions built for complete control and effortless integration. Our platform is engineered to blend smoothly into a company’s existing corporate website, rather than requiring migration to a proprietary hosted environment. Using modular data components, presentation-ready APIs, and a WordPress plugin, we enable comprehensive investor relations functionality to operate directly within your current digital ecosystem. In contrast to many alternative providers that host IR content on proprietary systems or isolated subdomains, our approach stands apart.

Description

Replace your fragmented systems with the AI-enabled IR Ops Platform, a unified system that allows you to attract investors, manage relationships, and keep your finger on market pulse. Be smarter and more efficient. Elevate IR to your company's competitive advantage. Only Q4 can work across all critical touchpoints between public companies and capital markets. From building your website, virtual events and elevating the way you engage with markets to transforming data to a proactive targeting approach. The Q4 Platform allows public companies of all sizes and industries to launch and measure an investor relations strategy. Platforms allow you to aggregate all the data generated by your investors and combine it with shareholder analytics. This will give you insights that can be used to create a communication strategy that investors value, while also identifying and prioritizing shareholders who matter.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

SendGrid

Integrations

SendGrid

Pricing Details

$125 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

B2i Technologies, Inc.

Founded

2000

Country

United States

Website

www.b2itech.com

Vendor Details

Company Name

Q4

Founded

2005

Country

Canada

Website

www.q4inc.com

Product Features

Financial Data APIs

Effortlessly integrate live IR data and personalized content into any website without the need to switch platforms, using our innovative IR data widgets. With B2i’s IROffice tools, updating your information is both quick and straightforward. Our widgets are specially crafted for publicly traded companies. Reasons Teams Prefer B2i Widgets While many data widgets only provide automated feeds such as SEC filings and stock prices, B2i’s DataAnywhere and IROffice empower you to showcase and manage any kind of content you desire. Through IROffice, your investor relations team—or ours—can oversee both automated and manual content without needing developer assistance. This approach saves you time, reduces costs, and minimizes the complexity of managing your investor relations website. Enhance your IR capabilities without overhauling your current website Rapid deployment without the expense of a complete redesign Timely, compliant IR data provided in real-time Greater autonomy for your team with reduced reliance on vendors More economical annual expenses compared to comprehensive vendor solutions Dedicated support from knowledgeable professionals. Forget about tickets and waiting lines.

Investor Relations

Your platform often serves as the primary source of information for investors, analysts, and stakeholders. B2i delivers a comprehensive solution that consolidates your corporate and investor relations content seamlessly. Our services encompass the design, hosting, and management of your complete website needs through our specialized corporate IR website design offerings. A Cohesive Website Designed to Serve Your Entire Organization What sets us apart is that you retain full ownership of the website, rather than the vendor. Whether your team or ours is managing it, updating content is straightforward with our intuitive, point-and-click IROffice portal. There’s no need for developer expertise or direct access to the main site, ensuring that your content remains up-to-date without complicating the management of your corporate website. Key Features Included with Our Tailored IR Website Solutions: - A contemporary corporate design customized to reflect your brand, which you fully control. - Integrated investor relations data feeds that cover financials, filings, news, email notifications, and more. - A secure and dependable hosting environment with round-the-clock monitoring throughout the year. - Consistent, reliable support with no lengthy ticket systems or queues—just genuine assistance from our dedicated team.

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

Whistleblowing

B2i offers a confidential whistleblower hotline and a secure online submission form designed to support corporate governance adherence.

Access Controls / Permissions
Automated Routing
Compliance Management
Customizable Branding
Multi-Language Support
Real-Time Chat
Reporting / Analytics
Workflow / Process Automation

Product Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Investor Relations

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

Video Conferencing

Electronic Hand Raising
Mobile Access
On-Demand Webcasting
Presentation Streaming
Presentation Tools
Private Chat
Real-Time Chat
Record & Playback Ability
Screen Sharing
Two-Way Audio & Video
Video Conferencing
Whiteboard

Virtual Event Platforms

Alerts/Notifications
Attendee Management
Customizable Branding
Event Management
File Sharing
Lead Capture
Live Audio/Video Chat
Live Text Chat
Mobile Access
Moderation
Pre-made Templates
Presentation Tools
Q&A
Reporting/Analytics
Social Media Promotion
Surveys/Polls
Virtual Booths
Virtual Lobby

Web Conferencing

Electronic Hand Raising
Mobile Access
On-Demand Webcasting
Presentation Streaming
Presentation Tools
Private Chat
Real-Time Chat
Record & Playback Ability
Screen Sharing
Two-Way Audio & Video
Video Conferencing
Whiteboard

Website Builder

Auto Update
Content Import / Export
Drag & Drop
Invoices
Landing Pages / Web Forms
Newsletter Management
Online Booking
Online Store Builder
Pre-built Templates
Real Time Editing
SEO
Survey Builder
White Label

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