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.
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CrankWheel offers the ability to share your screen during a call, making it simple to create captivating presentations. By sending a link through email or SMS, viewers can access the presentation in any browser on any device. Designed with user-friendliness in mind, CrankWheel is an excellent tool for connecting with customers and facilitating business transactions. The platform is particularly beneficial for professionals such as insurance agents, mortgage advisors, solar consultants, educators, and customer support representatives.
Moreover, integration with websites is straightforward, enabling users to implement a Demo button for instant notifications about viewer engagement. You can even track whether your audience is focused on your content. Our Chrome Extension has empowered more than 50,000 users to effortlessly share their screens with potential clients, regardless of their technical knowledge or the devices they are using. Notably, CrankWheel is compatible with older browsers and less common devices, functioning well even in conditions of poor network connectivity. It seamlessly operates on various platforms, including Mac, Android, iOS, Blackberries, Internet Explorer, and more, ensuring widespread accessibility for users everywhere.
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Empiraa GPS
Empiraa GPS is built around four things that make strategy actually stick: visibility, execution, insight, and control.
Visibility means seeing every goal, KPI, and initiative in one place, whether that is a single leadership team or an entire portfolio of consulting clients. Live dashboards replace static documents and scattered updates, so it is immediately clear what is on track, what needs attention, and where a conversation should focus next.
Execution means the plan does not stop at the planning session. GPS connects goals to owners, actions, projects, and meetings, so progress is tracked as work actually happens rather than reconstructed afterwards for a status update. Teams can work in OKRs, KPIs, quarterly priorities, or their own framework, and GPS adapts to it.
Insight comes from ANI, Empiraa's built-in AI, which understands the goals, actions, and progress already inside the platform. It flags stalled initiatives and performance drift early, benchmarks progress, and recommends next steps, turning strategy execution from reactive to proactive.
Control means the platform adapts to how a business or consulting practice actually operates: role-based permissions, multi-client or multi-team management from one dashboard, full white-label branding for firms delivering strategy as a service, and integrations that keep GPS connected to the tools already in use. Many consultants pair GPS with Empiraa Signal to manage strategy and sales from a single connected system.
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Pontera
Consolidate various accounts into a unified strategy with Pontera, which empowers advisors to manage and supervise 401(k), 403(b), and additional held-away accounts, ensuring they meet their clients' needs effectively. By fine-tuning tax strategies, advisors can significantly bolster their clients' wealth over time. The Pontera platform facilitates quick and effective investment allocation between taxable and tax-deferred accounts, allowing advisors to provide superior service. Moreover, Pontera improves transparency by equipping advisors with the tools to present a more detailed view of portfolio activities to their clients. When integrated with existing technologies, Pontera enhances portfolio visibility, enabling advisors to deliver a more integrated service experience. By routinely rebalancing and monitoring retirement accounts in a manner similar to custodial accounts, advisors can offer stability and peace of mind, especially during turbulent market conditions. This proactive strategy not only elevates client satisfaction but also fosters better long-term financial health. Ultimately, Pontera empowers advisors to maintain a sense of control and assurance for their clients amid the uncertainties of the investment landscape, thereby reinforcing trust in the advisory relationship. By enabling such comprehensive oversight, Pontera also lays the foundation for stronger client-advisor partnerships.
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