B2i Investor Tools
| 开发者 | b2ijoe |
|---|---|
| 更新时间 | 2024年8月28日 11:05 |
| PHP版本: | 4.4 及以上 |
| WordPress版本: | 6.6.1 |
| 版权: | GPLv2 |
| 版权网址: | 版权信息 |
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1.0.4
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1.0.3
1.0.5
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1.0.7.5
详情介绍:
About
We provide a comprehensive Investor Relations website solution that streamlines implementation using Shortcodes.
Our highly customizable plugin modules integrate automated financial data such as SEC Filings and press releases, along
with custom curated content, which is managed effortlessly through our IROffice portal—a user-friendly, point-and-click
CMS.
Our plugin is HTTPS secure, offers responsive/mobile friendly design, and lightning-fast load times. Backed by over two
decades of industry expertise, our team also delivers premier support across all levels, from creative services to
development and customer support. Additionally, we offer a full suite of digital IR services, including website design,
hosting and management, investor presentations, webcasts, conference calls, press release distribution, and automated,
corporate-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
after you install and activate our plugin. This will allow you to implement with live demo data for testing.
Business ID: 2626
API Key: Sf6Ic9Gy8
Ticker: OCC
Post 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.
Contact us to get your account set up today. Easily switch to your company's data by changeing out the credentials.
For examples, ShortCode usage and dewtailed listing of content modules, please see our Live View site
B2i Explorer.
安装:
- 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.
屏幕截图:
常见问题:
Plugin support
B2i offers email and phone support with direct access to developers. We encourage feedback and release new features based on user input and requests.
How does the plugin work - 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. Latest press and calendar modules have ability t ouse server side loading for even better SEO.
WordPress multi-site installations
Yes! our plugin works with WordPress multi-site installations
Modules Available
- 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
- Committee Composition
- Analysts
- Shareholder material request system
- Dividends Automated - Declared Date, Ex Date, Payment Date, Amount, Total for Year, Frequency, Change
- Quarterly Earnings - Multi Section Downloads Versatile Usage - documents and links list with scheduled display / expiration, section expansion, custom code ability and much more
- Contact Us Contact Form and Powerful Webform Handlers with auto-reply, email notify, follow-up reminders, CRM integration and More
Benefits
- 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 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.