Yanchi can manage a series of equal payments at regular intervals with a promised value that will mature sometimes shortly.
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.
The major global challenge with running a nominee account is the ability to trace unit holdings to the original owner. Our experience has made us simplify the process such that each nominee subscriber which is known as “Beneficial Owner” on Yanchi can, at any time, ascertain what pie is his/hers in the nominee account.
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.
All our reports are IFRS complaint. However more reports can be generated on the request of our clients.
Embedded in Yanchi is a mini document management system used to manage clients and company documents.
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.
The major global challenge with running a nominee account is the ability to trace unit holdings to the original owner. Our experience has made us simplify the process such that each nominee subscriber which is known as “Beneficial Owner” on Yanchi can, at any time, ascertain what pie is his/hers in the nominee account.
Yanchi will handle pool of funds collected from many investors for the purpose of investing in securities such as stocks, bonds etc.
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).
With Yanchi FIX, Clients/Brokers/Dealers can send, manage and validate electronic trades from the comfort of their offices/homes and get immediate response.
The human resource payroll is where users create and keep staff records, generate and run employees payroll process.
2024 Calm Global Information Technologies Limited. All rights reserved.
2024 Calm Global Information Technologies Limited. All rights reserved.