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Average Ratings 2 Ratings

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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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

SendGrid Yes 

Integrations

SendGrid No 

Pricing Details

$125 per month
Pricing paid annually.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

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 Yes 
Compliance Management Yes 
Custom Emails / Newsletters Yes 
Data Centralization No 
Deal & Acquisition Management No 
Document Creation No 
Document Management Yes 
Electronic Signature No 
IR Website Builder Yes 
Investor CRM Yes 
Investor Transactions / Valuations No 

Whistleblowing

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

Access Controls / Permissions Yes 
Automated Routing No 
Compliance Management No 
Customizable Branding Yes 
Multi-Language Support Yes 
Real-Time Chat Yes 
Reporting / Analytics No 
Workflow / Process Automation No 

Product Features

Financial CRM

Account Alerts No 
Asset Management Yes 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management No 

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks Yes 
Client Management Yes 
Commodities Yes 
Compliance Reporting No 
Data Import / Export Yes 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management No 
Risk Management No 

Investor Relations

Automated Reporting No 
Compliance Management No 
Custom Emails / Newsletters No 
Data Centralization No 
Deal & Acquisition Management Yes 
Document Creation No 
Document Management No 
Electronic Signature No 
IR Website Builder No 
Investor CRM Yes 
Investor Transactions / Valuations No 

Video Conferencing

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

Virtual Event Platforms

Alerts/Notifications Yes 
Attendee Management Yes 
Customizable Branding No 
Event Management Yes 
File Sharing No 
Lead Capture No 
Live Audio/Video Chat No 
Live Text Chat Yes 
Mobile Access No 
Moderation Yes 
Pre-made Templates No 
Presentation Tools Yes 
Q&A Yes 
Reporting/Analytics Yes 
Social Media Promotion No 
Surveys/Polls Yes 
Virtual Booths No 
Virtual Lobby No 

Web Conferencing

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

Website Builder

Auto Update Yes 
Content Import / Export Yes 
Drag & Drop No 
Invoices Yes 
Landing Pages / Web Forms Yes 
Newsletter Management Yes 
Online Booking Yes 
Online Store Builder No 
Pre-built Templates Yes 
Real Time Editing Yes 
SEO Yes 
Survey Builder No 
White Label No 

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