In Half 1 of our article, we mentioned how brokerage corporations can cut back operational prices, enhance effectivity, and enhance profitability utilizing a centralized answer reminiscent of YOONIT.
On this half, we’ll delve deeper into the 5 modules that make up the YOONIT system, what makes them distinctive and why many brokers use them to streamline their day-to-day operations. The 5 modules embody:
- MAM / PAMM / Copy buying and selling
- Automation of bonuses
- Dynamic margin
- IB / affiliate
Since its first launch The YOONIT system has undergone steady enhancements, beginning with just a few core modules and increasing with extra modules and options over time.
An ongoing dialogue with brokers permits the corporate to achieve a greater understanding of their wants and to additional combine buyer suggestions into options. To this point, greater than 100 brokers use PLUGIT’s options to handle their shoppers and enhance operations and staff effectivity.
MAM / PAMM buying and selling module and replica
The MAM / PAMM module is an efficient answer for brokers in search of to diversify their clientele. Brokers can develop their companies and handle greater than 50,000 MAM and investor accounts with out constraints.
Whereas offering portfolio managers with a variety of options, permitting them to handle their buyers and create limitless buying and selling methods by means of the eight completely different allocation strategies, tailor-made to the danger profiles of varied shoppers.
All portal configurations and operations are finished within the YOONIT portal quite than by means of the administrator or MetaTrader supervisor. One thing significantly helpful for Whereas Label brokers, which is an extremely resource-efficient answer, providing sooner execution and higher management of transactions.
The MAM / PAMM module comes with extra copy buying and selling performance to assist brokers generate new streams of earnings.
Skilled merchants can turn into sign suppliers and earn further revenue on commissions, whereas much less skilled merchants have easy accessibility to the market and enhance their buying and selling success charges.
Dynamic margin module
With growing buying and selling volumes comes excessive volatility, which in flip will increase the challenges brokers face when coping with danger manually.
The dynamic margin answer has been developed for brokers who search to handle their leverage and publicity utilizing dynamic leverage at a number of ranges based mostly on margin ranges, and whose dangers are monitored and 24 hour managed, mechanically adjusted.
It frees the danger administration staff from grueling handbook labor, reduces human error, and improves accuracy and effectivity at important instances.
The combination of YOONIT’s highly effective Dynamic Margin module right into a brokerage’s expertise stack could be very helpful, as it would enormously cut back the danger publicity of brokers, whereas permitting them to take care of engaging buying and selling situations for his or her merchants. in instances of maximum volatility.
IB / Affiliate module
Some of the worthwhile and quickest methods to develop a brokerage enterprise is to have a robust IB and affiliate community. That is very true when trying to broaden into a brand new market, the place brokers can work with IBs as an alternative of opening an area workplace and constructing a brand new staff.
YOONIT’s IB / Affiliate answer can meet the distinctive necessities of various markets, enabling brokers to construct, handle and analyze their IB networks all over the world.
Managing companion packages and funds is each demanding and useful resource intensive.
The IB / Affiliate module can absolutely automate and handle the complete course of, making it straightforward for brokers to handle and develop their IB partnerships.
The module comes with a devoted IB portal (companion space) having the whole lot an IB wants to draw new clients and handle their accounts, with registration hyperlinks and advertising and marketing banners, superior detailed stories, monitoring of leads, customizable registration varieties, and many others.
Bonus automation module
Competitors within the foreign exchange trade is fierce, with a continuing battle to create one of the best deal to draw new shoppers and entice them to commerce. An costly enterprise with many potential pitfalls alongside the way in which, particularly when utilizing outdated expertise.
YOONIT’s Bonus Automation module is a great and versatile instrument for brokers trying to streamline their advertising and marketing efforts.
It permits brokers to mechanically run a number of promotional campaigns in parallel, eradicating restrictions on handbook labor, whereas defending them from bonus abuse.
Bonuses are mechanically awarded based mostly on pre-defined standards, whereas the built-in bonus abuse safety mechanism mitigates the danger of malicious habits – offering brokers with an environment friendly, safe and correct bonus administration expertise.
Creating efficient shopper concentrating on methods that encourage current and new shoppers to enroll, deposit, commerce and promote your brokerage is straightforward with YOONIT.
CRM is an important module of YOONIT and the important thing to an environment friendly brokerage operation, offering brokers with a purposeful back-office and an administration portal for clean inter-service collaboration and administration of the complete transaction. shopper lifecycle inside a single model and one person interface – Consumer pleasant shopper space for merchants to handle their very own accounts and trades.
The CRM module supplies a transparent and complete overview of all operations and enterprise actions, permitting brokers to handle complicated duties together with KYC procedures with customizable templates, integration, account administration, retention , and many others.
Plus, instantaneous system notifications permit brokers and their staff members to take fast motion, eliminating operational bottlenecks.
The system is built-in with a wide range of common world fee gateways, helps account funding and transactions in several currencies and cryptocurrencies, and may be built-in with any third-party software program – permitting brokers to reply to a request. world viewers.
Straightforward setup and fast market entry
YOONIT is for brokers of all sizes who want a dependable expertise companion to offer them with a user-friendly and scalable answer. YOONIT may be personalized to particular person dealer preferences and absolutely operational very quickly, providing end-to-end safety, built-in privateness options, and 24/7 software program uptime.
To ensure you and your clients are by no means on maintain, a help staff is out there 24/7 that can assist you with any questions or points which will come up.
PLUGIT is constantly refining and increasing its product line, growing new instruments and options that additional enhance the operational effectivity of brokers all over the world.
The Foreign exchange trade is extraordinarily time delicate, and the success of a brokerage is determined by low latency, excessive safety, instantaneous execution and fast response to the danger of the supporting expertise. chosen.
If you’re on the lookout for a robust and feature-rich answer that caters to the completely different departments of your brokerage, get in contact with PLUGIT to discover your choices or request an indication of YOONIT as we speak.