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What is FolioMetrics?

FolioMetrics distinguishes itself as a leading provider of innovative solutions specifically designed for investor relations and research management, earning the trust of more than 200 prestigious hedge funds, private capital managers, and conventional investment firms globally. Their extensive suite of products includes an intuitive CRM tailored for investor relations and marketing professionals, along with a secure and scalable client portal that facilitates effective information exchange with both current investors and potential clients. Additionally, they offer tools that simplify the generation of factsheets and various client reports, thereby enhancing the quality of communication significantly. In addition to these services, FolioMetrics incorporates compliance features such as investor classification, established approval workflows, and advanced reporting capabilities, all while ensuring seamless integration with leading fund administrators to automate client holdings and transaction management. Their research management system further empowers investment teams by centralizing research notes and documentation, fostering efficient collaboration and easy access to information. This comprehensive strategy not only elevates operational efficiency but also strengthens their dedication to providing outstanding service to their clients, ensuring that they remain at the forefront of the industry. With their commitment to innovation and client satisfaction, FolioMetrics is well-positioned to adapt to the evolving needs of the financial sector.

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

FolioMetrics

Date Founded

2012

Company Location

United States

Company Website

www.foliometrics.co.uk

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

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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