B2i

B2i

B2i Technologies, Inc.
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About

We are B2i Technologies, the IR website partner public companies trust most. We deliver custom corporate and investor relations websites, real-time data widgets, and digital IR services, all designed to work together seamlessly and affordably. No iFrames. No subdomains. Your data loads directly on your page, clean, fast, and fully integrated. It looks and feels like your site because it is. Because there are no iFrames or separate IR subdomains needed, your financial data and investor content are delivered directly on your website, creating a cleaner user experience while supporting your broader SEO and AI search visibility efforts. Backed by the same team that has supported hundreds of public company websites for more than 25 years, B2i combines flexibility, reliability, and responsive support to help you deliver a better experience for investors and stakeholders alike. Modern IR starts here. Let's build something great together.

About

WealthBlock is an all-in-one white label capital raising and investor management platform used by asset managers, wealth managers, and intermediaries to streamline the entire private investment journey. It comes with the following benefits: 1. All-in-one features CRM, data room, sub doc e-signing flow, compliance checks, online payment, automated email marketing automation, engagement data analytics, etc. 2. All-in-one workflows: investor outreach & nurturing, investor onboarding, investment processing, capital call & payment collection, post-raise reporting, and investor communication. 3. All-in-one integration: API ready, Webhook ready, vendor agnostic, support single-sign-on and 2FA e.g.

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

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

Audience

VC, PE, Real Estate Investment Firms, Wealth Management Firms, Funding Portals, Broker Dealers

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$125 per month
Pricing paid annually.
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Reviews/Ratings

Overall 1.0 / 5
ease 1.0 / 5
features 1.0 / 5
design 1.0 / 5
support 1.0 / 5

Pros & Cons from Real Users

Pros

  • I don't like the website any longer because I couldn't login into my portal or reset my password. Am not happy that I cannot access find too.

Cons

  • I am an investor on the website since 2018. Lately, I don't like the website any longer because I couldn't login into my portal or reset my password. I have sent several messages to them but they failed to attend to my complaint up till now.

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

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

Company Information

WealthBlock
Founded: 2018
United States
wealthblock.ai/

Alternatives

EQS IR COCKPIT

EQS IR COCKPIT

EQS Group

Alternatives

Allvue

Allvue

Allvue Systems
AIM

AIM

Altvia Solutions
InvestorPortaLPro

InvestorPortaLPro

Investor Portal Pro
eFront

eFront

eFront, a part of BlackRock

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.

Investor Relations Supported

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.

Whistleblowing Supported

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

Categories

Investor Relations Features

Automated Reporting Supported
Compliance Management Supported
Custom Emails / Newsletters Supported
Data Centralization Not Supported
Deal & Acquisition Management Not Supported
Document Creation Not Supported
Document Management Supported
Electronic Signature Not Supported
Investor CRM Supported
Investor Transactions / Valuations Not Supported
IR Website Builder Supported

Whistleblowing Features

Access Controls / Permissions Supported
Automated Routing Not Supported
Compliance Management Not Supported
Customizable Branding Supported
Multi-Language Support Supported
Real-Time Chat Supported
Reporting / Analytics Not Supported
Workflow / Process Automation Not Supported

Investor Relations Features

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

Investment Management Features

Accounting Management Supported
Benchmarking Supported
Bonds / Stocks Supported
Client Management Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Not Supported
Fund Management Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Not Supported
Portfolio Management Not Supported
Risk Management Not Supported

Virtual Data Room Features

Anonymity Management Supported
Audit Trail Supported
Collaboration Supported
Data Protection Supported
Data Storage Management Supported
Document Tagging Supported
Due Diligence Management Supported
Procurement Management Not Supported
Project Management Not Supported
Role-Based Permissions Supported
Secure Preview Supported

Integrations

Calendly Not Supported
Docusign Not Supported
Dropbox Sign Not Supported
Google Analytics Not Supported
Google Data Studio Not Supported
Mailchimp Not Supported
Mangopay Not Supported
Onfido Not Supported
Plaid Not Supported
SendGrid Supported
Stripe Not Supported
Twilio Not Supported
Vertalo Not Supported
Zapier Not Supported
Zoom Not Supported
tZERO Not Supported

Integrations

Calendly Supported
Docusign Supported
Dropbox Sign Supported
Google Analytics Supported
Google Data Studio Supported
Mailchimp Supported
Mangopay Supported
Onfido Supported
Plaid Supported
SendGrid Not Supported
Stripe Supported
Twilio Supported
Vertalo Supported
Zapier Supported
Zoom Supported
tZERO Supported
Claim WealthBlock and update features and information
Claim WealthBlock and update features and information