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What is EQS Insider Manager?

Discover a holistic cloud solution customized to meet your Compliance and Investor Relations needs. Our state-of-the-art software platform not only digitizes but also optimizes your Compliance and Investor Relations workflows, facilitating streamlined management of compliance activities and centralized data storage. Prioritizing security and efficiency, we enhance your Investor Relations capabilities with sophisticated IR tools that boost the effectiveness of your everyday operations. Tailored specifically for compliance managers, our innovative suite ensures robust support for your compliance initiatives. The Compliance COCKPIT brings all your compliance tools together in one accessible space, integrating crucial workflows within a unified platform. You can choose to deploy our powerful modules either independently or in combination, depending on your particular requirements. Furthermore, our progressive digital solutions are designed to support investor relations managers, amplifying the effectiveness of your IR efforts. By transitioning both compliance and investor relations into a digital format, we enable you to excel in your daily tasks while adapting to the dynamic demands of your sector. This comprehensive approach not only enhances productivity but also positions you for future success in a rapidly evolving landscape.

What is B2i?

B2i Technologies offers customizable, fully integrated corporate and investor relations website solutions built to provide full control and seamless connectivity. Our platform is developed to fit naturally within a company’s existing corporate website, instead of requiring a move to a proprietary hosting platform. With modular data components, ready-to-use APIs, and a dedicated WordPress plugin, we deliver complete investor relations capabilities directly inside your existing digital framework. Unlike many competing providers that place IR content on proprietary systems or separate subdomains, our approach takes a different path.

Media

Media

Integrations Supported

SendGrid

Integrations Supported

SendGrid

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$125 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

EQS Group

Date Founded

2000

Company Location

Germany

Company Website

www.eqs.com

Company Facts

Organization Name

B2i Technologies, Inc.

Date Founded

2000

Company Location

United States

Company Website

www.b2itech.com

Categories and Features

Investor Relations

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

Risk Management

Alerts/Notifications
Auditing
Business Process Control
Compliance Management
Corrective Actions (CAPA)
Dashboard
Exceptions Management
IT Risk Management
Internal Controls Management
Legal Risk Management
Mobile Access
Operational Risk Management
Predictive Analytics
Reputation Risk Management
Response Management
Risk Assessment

Categories and Features

Financial Data APIs

Effortlessly integrate real-time investor relations data and tailor-made content into any website without the need to switch platforms, courtesy of our innovative IR data widgets. With B2i’s IROffice tools, updates are quick and straightforward. Our data widgets are specifically crafted for publicly traded companies. Reasons Why Teams Prefer B2i Widgets Unlike other data widgets that solely provide automated feeds like SEC filings or stock prices, B2i’s DataAnywhere and IROffice allow you to showcase and oversee any content you desire. With IROffice, your investor relations team—or ours—can handle both automated and manual content without needing developers. This translates to reduced time, expenses, and complexities in managing your investor relations website. Enhance your current website while elevating your investor relations experience Rapid implementation without the expenses of a complete overhaul Dependable, compliant investor relations data delivered in real-time Reduced reliance on vendors and increased control for your team Lower annual expenses compared to full-site vendor solutions Dedicated support from real professionals—no tickets, no waiting.

Investor Relations

Your platform serves as a primary resource for investors, analysts, and stakeholders seeking information. B2i offers an all-in-one solution that consolidates your corporate and investor relations (IR) content seamlessly. We specialize in designing, hosting, and providing comprehensive support for your website through our dedicated corporate IR design services. A Cohesive Website Crafted to Enhance Your Entire Organization Ownership is key—you retain complete control, not the vendor. Whether it's your team or ours, updating content is a breeze with our intuitive, point-and-click IROffice portal. No technical expertise or access to the main site is required, ensuring that your content remains up-to-date without complicating website management. What Our Custom IR Website Services Include: - A contemporary corporate design that reflects your brand identity and is entirely under your ownership. - Integrated IR data feeds that provide access to financial information, filings, news updates, email alerts, and more. - A secure and dependable hosting environment with continuous monitoring, available 24/7/365. - Consistent support with no need for ticketing or long waiting times—just genuine assistance from real professionals.

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

Whistleblowing

B2i offers a confidential whistleblower hotline and a secure online form designed to assist with compliance in corporate governance.

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

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