“Built on years of industry knowledge and hands- on experience YANCHI ERP offers you a fully-integrated highly customizable accounting suite that enables you to manage the daily tasks of your brokerage business.”
“Yanchi is a secure, robust and easy to use browser-based financial application riding on next generation technology. It gives you the flexibility to model your business to conformity with the dynamics of the business world.”
These features makes Yanchi thick
Complying with stringent laws the Central Bank of Nigeria has given on KYC (Know Your Customer), Yanchi is able to collect and manage client information centrally availing users the opportunity to make informed decisions on their clients. Clients can also add more than one phone numbers, addresses, and using the Call notes tied to each client record in Yanchi, case management cannot be better.
Yanchi is able to manage series of equal payments at regular intervals with a promised value that will mature sometimes in the nearest future.
The major global challenge with running a nominee account is ability to trace unit holdings to original owner. Our experience has made us simplify the process such that each nominee subscriber which is known as “Beneficial Owner” on Yanchi is able to, at any time, ascertain what pie is his/hers in the nominee account.
Yanchi is able to keep track of purchase of new assets, daily depreciation of such assets and disposal of old asset.
On Yanchi, Cheques posting are separated from cash posting which will eventually be added to the client available balance when the cheque is cleared by a nightly operation called End of Day (EOD).Though there is an option to treat Cheque as cash if the Company so wish.
Firms are able to manage their financial transaction posting with ease. User can decide to use the Batch processing for batch transaction, Online Cash module for real time posting and or use the Journal batch to post their day to day financial transactions.
We have tightly integrated Stock Screener tool which rides on historical data so that users and clients can carry out research analysis before making investment decisions.
Our mobile and web channel gives control to your clients to monitor and trade on their investments on the go from the most remote location in the globe once there is internet access.
Yanchi will handle pool of funds collected from many investors for the purpose of investing in securities such as stocks, bonds etc.
All our reports are IFRS complaint. However more reports can be generated on the request of our clients.
Combining CRM with GL gives powerful control to the company using Yanchi in the capital market module. Client details (information and financials) are seamlessly brought into this module by tying clients to their limits and investments. This will cover and ensure that companies are not unnecessarily exposed to credit risks, validating one of the requirements of a standard Order Management System (OMS).
Yanchi is able to manage client’s loans effectively with very comprehensive payment schedule. Line of credit (Revolving loan) option is also available.
Margin functionalities also tied to this module such that companies willing to extend margin loans to their clients are able to properly set margin criteria, giving margin to only qualified clients as well as manage the margin account and could make margin call, if the need arise.
Embedded in Yanchi is a mini document management system used to manage clients and company documents.
The human resource payroll is where users create and keep staff records, generate and run employees payroll process.
With Yanchi FIX, Clients/Brokers/Dealers can send, manage and validate electronic trades from the comfort of their offices/homes and get immediate response.
It gives you the flexibility to model your business to conformity with the dynamics of the business world.