Modular Trading Solutions in
One Comprehensive System


YOONIT is the one-stop solution designed for Forex Brokers. It houses a complete set of modules and functionalities in a clean infrastructure and provides all the necessary tools to manage your day-to-day operations in an intuitive and efficient way.

YOONITs modular system allows brokers to add and expand components easily, based on preferences and functionalities. Moreover, it is suitable for all business sizes. Brokers can take advantage of our scalable system to optimise your business operations, whether it is a start-up or a long-established broker.

YOONIT offers a wide array of modules which are fully compatible with MetaTrader, as well as other popular front-ends.


YOONIT MODULES

  • Traders and Operations module
  • Compliance module
  • IB/Affiliate module
  • MAM/PAM module
  • Dynamic Margin (Tiered) module
  • Bonus Automation Module

Technical Information

YOONIT is a cloud-based platform comprising an Admin area providing full control over Leads, Traders, IBs, Money Managers and other stakeholders, in addition to a Client Portal (front-end) for various types of clients. It is seamlessly integrated with a variety of popular trading platforms, notably MT4 and MT5 through Server API (plug-in) or Manager API. With a user-friendly interface and easy configuration, YOONIT is the most revolutionary solution for Forex businesses to carry out their daily operations efficiently and professionally.

Full automation

All processes are fully automated with minimal human intervention, in addition to a real-time synchronisation with the trading platform.


Time-Saving

The YOONIT system has a centralised back-end management across all modules offering brokers complete control over account configurations, thereby saving time and effort.

User-Friendly

The platform has an intuitive, user-friendly and easily navigated interface that provides quick access to all modules.

MODULES

1
Traders and Operations module

Our effective and cutting-edge CRM enables brokers to store all relevant client information under one roof. Armed with a neatly designed Trader’s Room and dynamic Back Office, brokers can achieve smooth lead conversion, client on-boarding, client management and retention.

Read more
2
Compliance module

YOONIT’s compliance features are the key to ensuring that your clients are fully compliant with regulatory requirements across different jurisdictions as well as company’s policies. This module enables KYC registration for traders and money managers and is designed to help brokers manage, verify and validate client’s documents, avoiding the time and effort of tedious back and forth telephone calls and email exchanges.

Read more
3
IB/Affiliate module

Managing your partnership programme and commission payouts are some of the most challenging and resource-intensive tasks, yet YOONIT’s multi-tiered IB/Affiliate module can fully automate and handle the entire process; enabling you to manage and grow your IB business successfully. Our IB/Affiliate module is fully compatible with MT4/MT5 platforms via API and offers signup links functionality, marketing and promotional materials, and registration tracking, in addition to setting up different payout schemes in a hierarchal way to an unlimited number of IBs.

Read more
4
MAM/PAM module

Gain a competitive advantage by using YOONIT’s smart and powerful MAM/PAM module. This tool has been designed with all the features and elements professional traders (Money Managers) may require when it comes to managing multiple investor accounts (Slaves).

Read more
5
Dynamic Margin (tiered) Module

YOONIT offers Forex Brokers full control over their clients’ leverage which is vitally important to the business when they are hit by large volumes. The dynamic margin known as Tiered Margin is a powerful risk tool enabling brokers to manage client exposure, based on predefined parameters and leverage settings. It is designed to mitigate the risk by controlling the leverage per client basis based on margin utilization, constantly keeping an eye on client’s exposure and adjusting the leverage when a pre-defined threshold is reached, based on the configured settings.

Read more
6
Bonus Automation module

YOONIT’s Bonus Automation module allows brokers to run and manage an unlimited number of bonus campaigns and promotions by setting up different bonus schemes. The Bonus Automation module gives an automatic bonus on first deposit as well as recurrent deposits, and automatically revokes it once the percentage of total bonus exceeds a pre-defined threshold.

Read more

How to get on-boarded with YOONIT

  1. Select the modules relevant to your business model here.
  2. Send us a request to obtain your login credentials.
  3. Log into the platform using the obtained credentials – you’re all set.

Our effective and cutting-edge CRM enables brokers to store all relevant client information under one roof. Armed with a neatly designed Trader’s Room and dynamic Back Office, brokers can achieve smooth lead conversion, client on-boarding, client management and retention.

Say goodbye to unreliable software and introduce your business to the YOONIT Traders and Operations module, enabling full control over client requests and transactions with absolute ease. Client withdrawals, deposits, money transfers, and account modifications have never been easier.

Our unrivalled system offers you the ability to upload all required documents to be submitted by traders and money managers, while filling out the signup forms. You can take advantage of our web API to customise the signup forms based on your preferences.

The portal is securely integrated with the most popular payment gateways for instant deposits and automated account funding without resorting to the slow and tedious process that involves the broker’s back office and finance department.

Operations Back-office (Admin):

  • Design your signup forms
  • Define KYC documents
  • Manage clients and IBs
  • Manage user access levels
  • Create IB promotions and banners
  • Customize different email templates
  • Process deposit and withdrawal requests
  • Set up IBs structure and payment schemes

Trader’s Room (Client):

  • Manage accounts
  • Upload KYC documents
  • Edit personal info
  • Request a new trading account
  • Fund trading accounts
  • Make transfers between trading accounts
  • Monitor open trades and account balance in real time
  • Check closed trades
  • Request withdrawal

YOONIT’s compliance features are the key to ensuring that your clients are fully compliant with regulatory requirements across different jurisdictions as well as company’s policies. This module enables KYC registration for traders and money managers and is designed to help brokers manage, verify and validate client’s documents, avoiding the time and effort of tedious back and forth telephone calls and email exchanges.

  • Design KYC requirements for traders, IBs and Money Managers.
  • Verify and validate KYC documents prior to approval.
  • Ability to design the KYC document requirements.
  • Ability to customise the signup forms through our Web API.

Managing your partnership programme and commission payouts are some of the most challenging and resource-intensive tasks, yet YOONIT’s multi-tiered IB/Affiliate module can fully automate and handle the entire process; enabling you to manage and grow your IB business successfully. Our IB/Affiliate module is fully compatible with MT4/MT5 platforms via API and offers signup links functionality, marketing and promotional materials, and registration tracking, in addition to setting up different payout schemes in a hierarchal way to an unlimited number of IBs.

This module offers IBs a variety of promotional tools and materials to streamline client on-boarding such as referral links, marketing banners, and customisable registration forms to be used on their website.

Users can access, monitor and manage a range of important data such as active/inactive clients and their trading activities in real-time. IBs can access a variety of reports, to check commissions generated from trades that were made by direct or indirect clients, to keep track of their balance up to the latest trade, in addition to requesting balance operations. Furthermore, the IB/Affiliate module offers the following:

  • Full overview of trading activities
  • Check active and inactive clients of a defined time interval
  • Ability to set up different profile structures to be allocated to an unlimited number of IB in a hierarchical way
  • Generate various reports to view commissions earned from direct and indirect clients
  • Monitor sub IBs’ performance
  • Ability to create IB banners to be used by IBs for automatic client allocation

Gain a competitive advantage by using YOONIT’s smart and powerful MAM/PAM module. This tool has been designed with all the features and elements professional traders (Money Managers) may require when it comes to managing multiple investor accounts (Slaves).

Fully compatible with MetaTrader platforms using a server-side plug-in, the MAM/PAM module gives novice traders the opportunity to have their funds managed by the professionals. Money managers or professional traders can trade across an unlimited number of trading accounts simultaneously, while investors can keep track of their investments via their trading accounts, in addition to accessing detailed reports and performance metrics within the Portal

The MAMM module offers various allocation methods or strategies as follows:

  • ELS
  • ECS
  • EV
  • Multiplier
  • Percentage
  • BLS
  • Fixed Lot
  • Reverse
  • Percentage of Equity

Forex Brokers can create an unlimited number of MAM/PAM accounts, while money managers can assign multiple Agent accounts with different payouts, known as performance fees. Results can be measured using advanced performance statistics and trade analysis.

The YOONIT MAM/PAM module entertains social trading functionalities, whereby it offers traders the option to copy other traders based on performance in terms of successful trades. Traders can choose to enable Trading Signals, allowing fellow traders to copy them in real time.

  • Ability to manage and trade across an unlimited number of trading accounts simultaneously.
  • No restriction on the number of Master and Slave Accounts.
  • Ability to assign Agent accounts and performance fees.
  • Trade Copy and Signals – trades placed by signal providers can be copied by traders using the auto-copy function.
  • Advanced performance statistics and trade analysis.

YOONIT offers Forex Brokers full control over their clients’ leverage which is vitally important to the business when they are hit by large volumes. The dynamic margin known as Tiered Margin Margin is a powerful risk tool enabling brokers to manage client exposure, based on predefined parameters and leverage settings. It is designed to mitigate the risk by controlling the leverage per client basis based on margin utilization, constantly keeping an eye on client’s exposure and adjusting the leverage when a pre-defined threshold is reached, based on the configured settings.

The Dynamic margin(tiered)module gives Forex Brokers tighter risk management, minimising large gaps between brokers’ and LPs’ margin utilisation, especially when LPs use a multi-tiered margin structure. It provides:

  • Ability to use different parameters and settings in a multi-level structure.
  • Protection against risk due to unexpectedly large volumes.
  • Ability to create multiple profiles.
  • Ability to set up unlimited margin tiers.
  • Ability to set parameters on a per-instrument group basis , based on their unique margin calculation (FX, Futures, CFD-Index and CFD).
  • Ability to exclude specific logins within selected groups
  • Ability to add specific parameters to specific symbols or exclude them altogether from the calculations.
  • Recognises the margin Hedged amount set by the broker on every symbol and manages leverage and margin accordingly, in the event of hedged trades (either based on net exposure, largest direction exposure or total exposure).

YOONIT’s Bonus Automation module allows brokers to run and manage an unlimited number of bonus campaigns and promotions by setting up different bonus schemes. The Bonus Automation module gives an automatic bonus on first deposit as well as recurrent deposits, and automatically revokes it once the percentage of total bonus exceeds a pre-defined threshold.

  • Different access levels and rights
  • Multiple promotion configurations
  • Parallel promotions
  • Bonus abuse protection.
  • Instant bonus deposit based on first and recurrent deposits.
  • Avoid using up the credit in case the equity drops below the actual balance.
  • Ability to set a predefined percentage of the total credit bonus; when exceeded, the bonus will also be withdrawn automatically.

Fully compatible with MT4 and MT5, YOONIT’s Bonus Automation plug-in is equipped with multiple promotion configurations including:

  • Minimum
  • Maximum
  • Stop-Out
  • Percentage
  • Money