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B2i Investor Tools

开发者 b2ijoe
更新时间 2025年5月22日 13:29
PHP版本: 4.4 及以上
WordPress版本: 6.8.1
版权: GPLv2
版权网址: 版权信息

标签

News SEC Stock PressReleases Financials Dividends Press EmailAlerts

下载

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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. We partner with developers to allow your service to win corporate and investor website design projects. Let our plugin keep frequently changing content up to date automatically. Content is driven by datebase templated layouts which offer unlimited display options. Our plugin is HTTPS secure, offers responsive/mobile friendly content output, and lightning-fast load times. Backed by over two decades of industry expertise, our team delivers premier support across all levels, from creative services, development, developer 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 driven by IROffice CMS and the IRM platform. 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 detailed listing of content modules, please see our B2i Explorer site for developer resouces and software FAQs.

安装:

  1. 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.
  2. Activate the 'b2i Investor Tools' plugin through the 'Plugins' menu in WordPress.
  3. Go to Settings / b2i options to enter your credentials received.
  4. Begin crafting your IR Site with the available shortcodes.

屏幕截图:

  • While on the Settings / B2i Options page, Scroll down and expand one of the modules and copy the ShortCode
  • Paste the ShortCode onto one of your WordPress pages and Update the page to Save.
  • View your page.

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 and typically cost more. 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 to use 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
  • 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 / Advisors / Leadership **
  • 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.