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.
Easy To Use
EXPERIENCEThis is a unique feature
Our experience over the past decades in the financial industry has enabled us develop a top class solution that is secure, robust, stable and user-friendly.
We complement our superior and affordable solution with top class customer service.
INNOVATIONUndoubtedly the best
We anticipate our clients' need and enhance offerings in Yanchi to ensure delivery of bespoke solutions exceeding industry standards. ``Give your customers the power to do what they will ordinarily require you do for them.
GROWTH & STABILITYHighest grounds
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 grow.
Modules In Yanchi
These features makes Yanchi thick
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.
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.
Fixed Asset Register
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.
Financial Operations (cheque processing)
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.
Mobile and Web Channel Services
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.
IFRS Compliant Reports
All our reports are IFRS complaint. However more reports can be generated on the request of our clients.
Capital Markets 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).
Loans and Deposits
Yanchi is able to manage client’s loans effectively with very comprehensive payment schedule. Line of credit (Revolving loan) option is also available.
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.
Integrated Document Management
Embedded in Yanchi is a mini document management system used to manage clients and company documents.
Human Resources Management
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.
"We are pleased to inform you that your company’s performance during the period under review was rated OUTSTANDING.”
Cashcraft Assets Management Ltd
"The strength of a material is in it's universal appeal. Yanchi meets global standards on all critical fronts. Its a welcome development in our Financial Industry."
Resort Securities Limited
"I am truly amazed at how powerful the Yanchi application is, when I discovered more and more functions it could be used for. Your customer support is truly wonderful and your solutions offer the real brokerage experience beyond expectation..."
Kapital Care Trust & Securities Ltd
"I have been using Calm Global Infotech's software (Yanchi) for 2 yrs now and so far I have not had any issue with it. Every time I use it, it seems to work just as good as when I first had the experience of exploring its GUI. More so, I always have the urge to explore more of its functions to satisfy my personal inquisitive mind. I highly recommend Yanchi application to other financial houses; get a touch of it and you will have the best experience of it anytime. "
Standard Chartered Bank
"We had very good experience with CALM IT in the area of Records Management. We are convinced that the company is able to supply all the services associated with archiving, scanning and secure data storage."