B2i Investor Tools



SEC Website compliance and investor relations website data made easy, automated, and affordable. Are you still manually posting to your website, we keep your information up-to-date automatically, securely (https), and display it in a mobile friendly compatible display. Keep investors and analyst informed without them having to visit your website for updates. Our tools can automatically send your investors email alerts with new Press Releases, SEC filings, OTC Filings, Calendar Event Reminders and End-of-day Stock Detail. It’s that easy!

Click here for our live demonstration site.

  • Automated
    Save time and money with our automation tools and stop worring if someone posted the data to your website.

  • Seamless Integration
    Your data becomes part of 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 of part of your website.

  • VIP Support
    Extremely responsive support! We take pride in helping you when you need support.

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

  • OTC Disclosures
    Automated – Email Alerts

  • Press Releases
    Automated – Multi-format – WordPress post – RSS Feed and Email Alerts

  • Stock Quote / Historical Chart / Historical Data
    Automated – Email Alerts

  • Email Alerts
    Opt-in Sign-up Form, Branded Templates, Automated Email List Manager, Dashboard Reporting, Contact Export

  • Documents Lists
    Presentations, Annual and Quarterly Reports, Charters, Governance Documents & More

  • Financials / Fundamentals
    Automated – Cash Flow, Balance Sheet, Income Statment

  • 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

  • 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

  • Multi Section
    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


  1. 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. Once installed and activated, go to Settings / b2i options to register or enter your company information
  4. We will then contact you and validate all information and discuss your project and pricing.
    Pricing is very straight-forward, but we do offer customized solutions and want to make sure all of your needs are met.


Data licensing

B2i Investor Tools plugin is based on B2i’s Software As A Service hosted application. We offer our SAAS products and services for an annual fee, determined by the features used to create your solution. Our up-front price guarantee offers the lowest cost or we will beat competing product cost by 10%.

WordPress multi-site installations

Yes! our plugin works with WordPress multi-site installations

Demonstration and testing

Contact us for a temporary Business ID and Key for demonstration and testing. Easily switch to your company’s data by changeing out the credentials.

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.


15. Juli 2019
If you need to make your site SEC compliant, simply get this plugin. It's a one-stop shop solution that covers well beyond your requirements, and comes with support that is second to none. Excellent experience. I have a client that is a public company, and was in the beginning stages of trading, so I (the IT guy) was tasked with adding the specific requirements to our website that would meet the specifications set by the SEC for publicly traded companies. I had internal guidance regarding the need for SEC filings, stock ticker, chart, and etc. The rub was having to keep these documents up to date going forward, and the need to allow use of the XBRL viewer, which I had never heard of. I had all of the pieces in front of me, but was looking at a topic I did not understand, and only able to find one tool per requirement (stock ticker, document viewer, etc). I saw that there was going to be a lot more ahead in terms of updating newly released documents, making sure all of the tools (plugins) stayed working, and relying on our internal team to tell me about required updates as they came along. *** Plus they have a funky requirement for XBRL viewer to be available for the docs within the page, and an iframe looked like the only possibility....*** Nightmare on the front and back end of this project in terms of hours spent and keeping it maintained. So, at about 11pm, with my frustration level going through the roof, I came across this plugin that checked every box for me. Like too many tasks I am handed, this needed to be done yesterday, so I figured I would not be able to get this plugin up and running before the next day, and I would have to explain to my client that they'd have to wait for me to get their site to full compliance..... To my shock and delight, I got an email from Joe at b2i confirming the (pleading) message I had just sent on their website's contact form (yea at 11pm) - that I needed someone to call me ASAP, albeit late at night. I have dealt with support companies basically every day for just about a decade, and Joe is one of the incredibly rare guys that is there with every bit of information you didn't even know you needed to ask for. Truly one in a million. From the beginning until I was fully set up and fully compliant (an hour at most), he gave me the technical information I needed, gave me business-side recommendations to pass to my client, explained the shortcodes I needed out of the gate, showed examples of other layouts, and got me set up so I never have to think about this plugin again. Joe is the type of support guy that makes an IT person, like myself, look like an absolute hero. Covers every base, and personally handles the technical requirements. Followed up with me immediately after it was set up, gave us flexibility so management could make payment arrangements... an absolutely and utterly amazing experience. And yes, from my first message to b2i, to being completely done with this.... under an hour. My client was ecstatic the next morning. Joe equipped me with so much information about the base compliance requirements and features we could use to really go beyond what the SEC would ever ask for.... I looked like a absolute genius while Joe did all the work. (This is not to say I did not give Joe his due credit, but at the end of the day, the problem I was assigned was handled before the next morning... BOOM). b2i is a company that knows the SEC requirements inside and out, and their plugin is technically flawless. It's their primary business from what I see on their website, they've been around for (I believe) about 20 years. I can tell they take pride in producing a tool that knocks these SEC requirements completely out of the ballpark. I don't care what anyone tells me, the cost of this plugin is less than what it would cost to pay any developer to build out these features and keep it up to date in perpetuity. Plus, I sleep much better knowing that I don't have to worry about either myself or someone else missing and update and getting pegged by the SEC. And if you're not a developer, it's ridiculously easy... plus you can just ask for Joe! Thanks to Joe and b2i for turning my hours frustration into dropping a few shortcodes on a page and sleeping like a baby.
17. Dezember 2018
The plug-in is very straight forward and integrates easily into your wordpress site.The support is rapid and extremely responsive. B2i listens to their customers and adapts accordingly. Looking for to future releases for additional customizations.
28. Juni 2018
The B2i Investor Tool plugin is very efficient, easy to install, and implement. It saves our company time with posting SEC filings onto our website and investors can see our real-time stock quote at all times. The customer service is very helpful and attentive. B2i Technologies is ahead of the game on Investor Relations plugins for WordPress websites. I highly recommend using this plugin.
17. Mai 2018
5 Star Plugin with great support!!! Not just are support questions answered quickly, but when we've made good suggestions, they've been incorporated into the next release! I highly recommend this plugin and its capabilities. B2iTech has been a great company for our SEC compliance needs, and helped us switch from an outdated, rigid platform to WordPress and their compliance plugin!
Lies alle 7 Rezensionen

Mitwirkende & Entwickler

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  • Press Release viewer – displays latest item, can work with the Press Release module
  • Many Stock Chart settings added
  • Show Header for document lists
  • More date formats added for document lists


  • SEC Viewer: include logo and change icons with CSS
  • Press Release: new window to view items with custom urls, domain and template
  • SEC Filings: Date format 2
  • Chart: More label size and color controls through parameters
  • Custom Domain usage for Press Release Emails – allows you to use a custom domain/sub domain
  • Management and Director module CSS control and customization


  • Committee Composition custom icon available
  • Committee Composition option to link to director profile when used on same page
  • SEC Single Filing View – Layout 4 & 5


  • Press Releases Date parameter to control location
  • Bug fix for Press Releases RSS


  • Updated CSS for chart period selector
  • Updated display items for Directors and Management
  • Ability to Show RSS feed on Press Releases module
  • Press Release output 3 and 4
  • Press Release Date Format 5 and 6
  • Press Release Custom CSS in B2i Portal
  • SEC Filings Custom CSS in B2i Portal
  • SEC Filings more Filings types added to filter – Registration Statements, Special Disclosures
  • SEC Filings Text header
  • OTC Disclosures now offered


  • maintenance Release – Remove unused variables


  • SEC Single Filing View – Layout 3 – lo=“3″
  • Ability to control Left Margin on Stock Chart
  • SEC instruction updated to use form types filters


  • Tested fully compatible with WordPress 5.2.3
  • Section 16 update – Link on Filer to view all filings by filer
  • Dividends ShortCode added for Automated dividends
  • Corporate Profile ShortCode added


  • Tested fully compatible with WordPress 5.2.2
  • Tested fully compatible with Multi-site enabled WordPress installations
  • Update posting Press Releases to multiple tags


  • Option for Press releases to open as PDF when clicking on headline list
  • Option for Press releases to use an HTML template. Template will need to be loaded into the B2i portal.
  • Option for Multi-Section to have top section already open
  • Option for Multi-Section to control section count returned
  • Option for Multi-Section to disable header Divs
  • Updates to Chart for better visual display
  • Option for Document list data sort by Date or Title
  • Year filter for Press Releases and Libraries


  • Allow Calendar to use custom images for Date and Time icons
  • Update posting Press Releases to multiple categories
  • Allow Press Releases posting to use current time for WP install


  • Tested fully compatible with WordPress 5.0.1
  • New link option for Press Releases to integrate on app page, using custom domain and short urls
  • Configurable Post IP list for future updates to posting service
  • New option for controlling Press Release links – open in new window instead of just new tab
  • New option for controlling Press Release links – open in custom domain with custom URL and template
  • Updates to make APIkey included for all shortcodes
  • ClassNames added in Chart to reference Date and Selector buttons


  • New options for controlling SEC text links and icons links
  • Version 2.0 of Investor Request Information
  • Version 2.0 of Investor Profile
  • Management and Directors – stay open – no collapse option


  • New option for Stock Detail Quote plugin: c for custom. You can create your own layout and CSS and store in the B2i CMS. The plugin will use this for the display. More data point available (EPS, PeRatio, PbRatio and Dividend items)
  • Add parameter for document list to turn off CSS
  • Version 2.0 of Email Alert sign-up
  • Version 2.0 of Contact Us


  • New option for Press release story to open in / consume the list div and write a „Back“ link
  • New shortcode for year over year, quarter over quarter results with downloads and links for items like 10-Q, earnings release, webcast link, transcript, slide presentation and can include much more including delay and expiration dates and times for each item or section. VERY powerful tool and display!
  • Example links posted on shortcode page


  • New Stock Detail Quote format: options are now 1-7
  • New options for controlling chart: scroll bar, period selector, cursor, and volume chart.
  • New shortcode for analyst
  • New shortcode for custom code includes timed display and expiration


  • Add ability for unique names for sec based on t parameter.
  • Add ability for SEC custom sdiv name to override the default div name.
  • Add ability for Stock custom sdiv name to override the default div name.


  • More examples
  • Post IPs updated
  • update documentation and formatting


  • Add New option for Press Releases to display a summary of the body
    • parameter su=“400″ where 400 is number of characters of the press release body to show
  • New format style for Stock Quote f=“6″


  • Add Date format parameter for Press Release plugin: df=“1″ Currently accepts 1,2,3
    df=“1″ May 3, 2018
    df=“2″ 05/03/2018
    df=“3″ 03/05/2018
    df=“4″ 03 May 2018


  • Fix for chart custom period selected on mobile devices


  • added parameter for calendar to control year as parameter
  • added mode m=“0″ for calendar to return all events (past and future)


  • added parameter for chart to control colors with parameters
    c – HTML color for line and fill: default 666666 (no # needed)
    cc – HTML color for chart cursor: default ff0000 (no # needed)
    lc – HTML color for top label color: default 666666 (no # needed)
    lc2 – HTML color for other label color: default 666666 (no # needed)


  • made https default on all plugins
  • added parameter for chart to make default display period: p=““ – acceptable values: 10d, 1m, 3m, 6m, 1y, max


  • Press Releases Update: Restrict headline character count displayed.
  • Email Alert Update: Multi-lingual handling.
  • Plugin Update: versioning on JavaScript reference to prevent cache when updating plugin.


  • Feature Update: B2i now automatically posts press releases into your WordPress post system. This allows you to leverage themes that format your post and use other plugins that work with your WordPress post.


  • Chart updates, Press release expand funtionality


  • Add historical quote search


  • New Stock plugin with multiple format display options
  • Event Calendar update to retrieve Past events


  • Quarterly Financials: Cash Flow, Income Statement, Balance Sheet


  • Event Calendar, Institutional Holders, Insider Holdings


  • Parameters for Document lists


  • Added Event Calendar


  • Fix for Detailed Quote parameters being passed with default values


  • Added Directors Committee composition chart


  • Added custom control over SEC div to load data in


  • Added paging feature for Documents list/Showcase


  • Added search feature for Press releases and drop down/select option for tags


  • Added ability for Press releases to use a link instead of floating div


  • Added Interactive Chart and shortcode


  • updated readme file for clarity on setup process
  • Added new parameters for controlling https for all plugins, parameters for controlling content height / width.


  • Initial public release