Wealth Management System
Wealth Management
Introducing Yanchi ERP: Yanchi is designed to support your business at every stage. Our clients can sign up for base modules, and request for additional modules as their business grows.
Yanchi ERP
Yanchi is a secure, robust, and easy to use browser-based financial application. It gives you the flexibility to model your brokerage business to conform to the dynamics of our peculiar regulatory landscape and business environment.
KEY FEATURES
CRM with call notes
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.
Nominees Processing
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.
Web Channel
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.
IFRS Compliant Reports
All our reports are IFRS complaint. However more reports can be generated on the request of our clients.
Margin Loan Processing
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.
Fixed Assets Register
Yanchi is able to keep track of purchase of new assets, daily depreciation of such assets and disposal of old asset.
Capital Market Operation and Research
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).
E-trading platform
With Yanchi FIX, Clients/Brokers/Dealers can send, manage and validate electronic trades from the comfort of their offices/homes and get immediate response.
Human Resource Payroll
The human resource payroll is where users create and keep staff records, generate and run employees payroll process.
Mutual Fund
Yanchi will handle pool of funds collected from many investors for the purpose of investing in securities such as stocks, bonds etc.
Annuities
Yanchi is able to manage series of equal payments at regular intervals with a promised value that will mature sometimes in the nearest future.
Integrated Document Management
Embedded in Yanchi is a mini document management system used to manage clients and company documents.
