Financial Software to Match You

Find Your MIMICS Software Engine


Investment
Built for banks, brokerages, fund managers and investment managers
  • Customer Portfolio
  • Fund Portfolio
  • Treasury Portfolio
  • Portfolio Analysis
  • Forex Trading
  • Equity Trading
  • Precious Metals
  • Repos
Trust
Made with corporations, transfer agents, REIT managers, mutual fund managers, and bank trust departments in mind
  • Shareholder Accounting
  • Bond Paying Agent & Transfer Agent
  • Debt Management
  • Pension Admin
  • Mutual Fund Admin
  • REITs
  • Annuities
  • IRA Management
Banking
For commercial banks, investment banks and credit unions of any size
  • Loan Origination
  • Repurchase Agreements
  • Loan Management
  • Safekeeping
  • Fed Funds
  • Item Collections
  • Documentary Collections
  • Teller
Central Banking
One of very few products on the market made specifically for central banks
  • Auction Processing
  • Public Debt Issuance
  • Currency Vault Management
  • Dormant Accounts
  • Exchange Control
  • Forex Trading
  • Reserve Portfolio Management
  • Pension Admin
  • Teller
  • Regulatory Reporting Portal

MIMICS Front Office Software

MIMICS Front Office Software shows your available inventory to help you give quick quotes to your customers. The system handles fixed income securities, equities, fixed income derivatives, and equity derivatives. Once there is a sale, your trades are automatically transmitted to the back office for further processing. 

The Trade Inventory Screen is the major interface for the salespeople. It shows the current inventory that can be sold to customers, it maintains commitments by customers, and it serves as a traffic manager for the salesperson. It is an "intelligent" inventory that notifies the salesperson of a potential customer for specific trades. You can search the current inventory for the security you want, or you can let the system automatically choose it. 

The Investment Calculator makes dollar price and yield calculations for fixed income and mortgage backed securities. It also makes generic financial calculations such as days between dates and present value, it calculates volatility, and the calculations can be saved for later use. 

If the customer wants to think about your offer before committing to the deal, save your quotes by using the Quote Manager feature. When you contact your customer again, pull up the quote you saved, change it if necessary, and then activate the trade. 

When trades are entered, price/yield and accrued interest calculations are made. Purchases are instantly added to inventory and the sales immediately reduce inventory. The Trade Blotter is available in real-time. Tickets are prepared along with daily management reports. Inventory available from other sources can also be added and can be segregated. Accounts can be consolidated per your definition. As the trade is completed, sales commissions can be calculated and commission reports can be printed later. 

The activation of the trade immediately integrates the trade to the MIMICS Back Office System. The trade can be automatically processed by the back office, or a control point can be established that requires back office acceptance of the transaction. When the trade is accepted by the back office, commissions are calculated, confirmations are printed, and compliance reporting is available within seconds. 

The system also works as your sales assistant. It keeps track of your appointments and calls, and the system will automatically prompt you for these tasks. The system will also keep track of your customers' trading preferences, and it can maintain detailed records of your conversations with your customers. 

The MIMICS Front Office System is designed to help you organize your sales efforts and close more sales. It offers a smooth interface to the back office, and it easily enters and tracks all trades. The system assists in providing reports for management while complying with government regulations. All of this is accomplished with minimum operator time, and with the utmost regard for the security and integrity of your operation. 

Software Features

Investment Calculator For
  • Municipal Bonds/Notes
  • Government Bonds/Notes/Bills
  • Agency Bonds/Discount Notes
  • Corporate Bonds
  • Mortgage-Backed Securities
  • CMOs
  • Foreign & Domestic CDs
  • Bankers Acceptances
  • Commercial Paper
  • CDs-Break Even Yield
  • CDs-Holding Period Calculator
  • Time Value Of Money Calculator
  • Days Between Dates
  • Treasury Price-Yield Matrix Calculation
  • Black-Scholes Option Pricing
Trade Execution
  • Paperless Trade To Back Office
  • Saved Calculations Passed To Back Office
  • Available Inventory Displayed For Pending Sales
  • Customer Demographics Passed To Back Office
Compliance
  • Notes & Logs Conversations
  • Permanent Notation Of Offer
  • Date & Time Stamped
  • Internal Report/Form Printed
  • Auto Letter Generation
  • Trade Specific Data Tracked
  • W9s Returned
  • Trade Agreements Signed
  • Customer Financial Data
Sales Assistance
  • Auto Recall Screens
  • Auto Dialing
  • Appointment Tracking
  • Self Prompting Scripts
  • Customer Preference Tracking
  • Automatic Letter Generation
    • Thank You Letters
    • New Offer Specifications
    • Personal Sales Confirmation
    • Mass Mailing To Prospects
Performance Tracking
  • Number Of Calls Made
  • Duration Of Calls
  • Type Of Calls
  • Amount Of Sales
  • Interface To Graphing
  • Incoming vs. Outgoing Calls
Interfaces
  • Back Office Modules
  • Bond Swap Module
Standard Reporting
  • Sales Quotes
  • Sales Phone Notes
Report Writer Features
  • Easy To Use Columnar Reporting
  • Free Form 'Statement' Type Reports
  • Mathematical Calculations
  • Multiple Line Item Reporting
  • File Export To Other Packages


Add-On Module Options




CRM

Centralize and manage all aspects of client communications including sales/marketing campaigns, and history of service across multiple MIMICS modules. Read More ^



Disaster Recovery

Ensures that your data and system is protected and can be fully accessed or restored in the event of catastrophe. Read More ^



Email Option

Allows customer forms such as confirmations and statements to be encrypted and emailed automatically. Read More ^



Customer Web Portal

A customized web interface that allows your customers to view history and to place requests, with the look and aesthetics to match your own website. Read More ^



Direct Data Connection

Allows secure, read-only access to aspects of the database of the related MIMICS module, for data mining or to allow you to create your own reports or exports. Read More ^



Accounting

Includes functionality for general ledger, accounts receivable/payable, fixed assets, payment processing, purchasing and account reconciliation. Can interface with any other MIMICS module. Read More ^

How Our Software Helps You




User Experience

You deserve better financial software. We have been thoughtfully crafting intuitive, easy-to-use software for decades to give you more of what you want, less of what you don’t.



Customization

Software should not be one-size-fits-all. We take the time to get to know what makes you you, so that we can customize our software to offer a product that is exactly to your specifications and intuitively easy to use.



Boost Productivity

Our software does much of the “heavy lifting” of calculating, processing and automating to help greatly boost your productivity, streamline workflow operations and get you moving at optimal efficiency.



Save Money

Beyond the labor you will save with the wide-ranging functionality our software provides, our customizations give you more of what you want for a lower price than our competition.



Secure Your Data

We respect the sensitive nature of your information. That’s why we offer industry-exceeding security, including fully-encrypted databases and data tokenization.



Unparalleled Support

We truly pride ourselves on our friendly, responsive customer support, day or night. We love our customers and strive for 100% client satisfaction. But don’t take our word for it; read what our actual users say.

About Us


  • MIMICS Featured in Portland Business Journal

    MIMICS was recently spotlighted in the Portland Business Journal, as a stalwart in the ever-growing local tech scene. The article features excerpts from an interview with President and CEO Lincoln Wildgrube, in which he talks about the past, present and future of the company, including a preview ...

    Read More
  • 3 Ways a Customized Web Portal Improves CX

    The CX (customer experience) landscape is changing very quickly, and challenging businesses to revamp existing models to meet evolving consumer demands. Customers are increasingly turning to DIY-based models when it comes to getting the service they require. Gartner predicts that by 2020, custome...

    Read More
  • MIMICS Donates to Hurricane Relief Efforts

    MIMICS recently made separate donations through the American Red Cross and to UNICEF to help the many affected by hurricanes Harvey, Irma and Maria. 

    “Disasters like this make us realize how much we take our everyday safety and well-being for granted,” MIMICS CEO Lincoln Wildgrube said...

    Read More
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We’d love to show you how our software can help you in action. Demonstrations can be tailored to scenarios of your choosing with specifications unique to your needs. They are done online, recorded for your reference, and take about 1 hour. Contact us to set one up today!
Portland Office: 
319 Washington St., Suite 501
Portland, OR 97204


Albuquerque Office: 
Albuquerque, NM 87110


India Office: 
MIMICS East Technologies
Hyderabad, Telangana


sales@emimics.com

505-332-9220

505-332-3148