B2i

B2i

B2i Technologies, Inc.
InvestorPortaLPro

InvestorPortaLPro

Investor Portal Pro
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About

B2i Technologies delivers flexible, fully integrated corporate and investor relations website solutions designed for maximum control, and simple integration. Our platform is designed to integrate seamlessly into clients’ existing corporate websites rather than forcing them onto a proprietary hosted system. Through modular data modules, display ready APIs, and a WordPress plugin, we can deliver full investor relations functionality directly within your current digital infrastructure. Unlike many competing solutions that require hosting IR content on proprietary platforms or separate subdomains, our model is different.

About

Investor portal software solutions technology designed for file sharing, collaboration, and investor relations for investment firms, GPs, fund managers, administrators, RIAs, LPs, banks, and more. Investor portal software solutions designed to share, collaborate, produce, and secure information. The best investor experience starts here. With IPP, you have a clean, secure, and sophisticated investor portal software solution and investor relations reporting portal. Attract more capital & keep existing investors happy at an affordable price. Secure private equity & venture capital (PE / VC) investor portal software, website, and solutions. InvestorPortaLPro (IPP) offers reporting solutions for fund marketing, a gateway for fundraising to help you raise faster, distributing documents online securely, and collaborating with investors. Raise money faster and give your investors a clear look into real-time data. Put property & investment info online with IPP investor relations portals.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Built for IR professionals who work for, or support public companies

Audience

Private Equity, Hedge Fund, Real Estate, Wealth Management

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$125 per month
Free Version
Free Trial

Pricing

Flexible
Free Version
Free Trial

Reviews/Ratings

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

B2i Technologies, Inc.
Founded: 2000
United States
www.b2itech.com

Company Information

Investor Portal Pro
United States
investorportalpro.com

Alternatives

Alternatives

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InvestorPortaLPro

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InvestorREACH

InvestorREACH

Interactive Telesis
RAISE

RAISE

RAISE Technologies

Categories

Easily add real-time IR data and custom content to any website without changing platforms, using our IR data widgets. With B2i’s IROffice tools, updates are fast and simple. We offer data widgets designed specifically for public companies. Why Teams Choose B2i Widgets Other data widgets only show automated feeds like SEC filings or stock prices. With B2i’s DataAnywhere and IROffice, you can display and manage any type of content you want. With IROffice, your IR team, or ours, can manage both automated and non-automated content without relying on developers. This means less time, less money, and less hassle in managing your IR website. Keep your existing website while upgrading your IR experience Fast implementation without the cost of a full rebuild Reliable, compliant IR data delivered in real-time Less vendor dependency and more control for your team Lower annual cost than full-site vendor platforms Responsive support from real experts. No tickets, no queues.

Your website is often the first place investors, analysts, and stakeholders go for information. B2i provides one unified solution that brings your corporate and IR content together. We can design, host, and support your full-service website needs with our corporate IR website design services. One Unified Website Built to Support Your Entire Organization And you own it, not the vendor. Your team or ours, can easily update any content using our simple, point-and-click IROffice portal. No developer skills or access to the main website are needed, so content stays current without complicating corporate website management.” What comes standard with Our Custom IR Website Services: Modern corporate design tailored to your brand that you fully own. Integrated IR data feeds for financials, filings, news, email alerts, and more. A secure, reliable hosted environment with 24/7/365 monitoring. Reliable support No tickets. No queues. Just real support from real people.

B2i provides a toll-free whistleblower hotline and secure website form for corporate governance compliance.

Categories

Investor Relations Features

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

Whistleblowing Features

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

Investor Relations Features

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

Integrations

Amazon S3
Docusign
Dropbox
Google Drive
Highcharts
HubSpot CRM
HubSpot Customer Platform
Microsoft Access
Microsoft Excel
Microsoft OneDrive
Microsoft Outlook
QuickBooks Online
Salesforce
SendGrid
Yardi Breeze
Zoho CRM

Integrations

Amazon S3
Docusign
Dropbox
Google Drive
Highcharts
HubSpot CRM
HubSpot Customer Platform
Microsoft Access
Microsoft Excel
Microsoft OneDrive
Microsoft Outlook
QuickBooks Online
Salesforce
SendGrid
Yardi Breeze
Zoho CRM
Claim InvestorPortaLPro and update features and information
Claim InvestorPortaLPro and update features and information