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Investment Suite

Bond Tax Swap

Enable the swapping of bonds, including at a loss for tax purposes, with recovery analysis.

Key features

  • Swap Analysis

    Determines time to recover income given up from replaced bonds.

  • Tax Intelligence

    Takes into account applicable tax rates and profit/loss on held bonds.

  • Price/Yield Calc

    Calculates prices and yields for both held and purchase sides.

  • Graphing Results

    Automatically graphs the recovery line and cash flow results.

Like every MIMICS system, Bond Tax Swap is customised to your institution and interfaces with the other MIMICS modules and your third-party systems. How we deliver →

Quick answers

About Bond Tax Swap

What is MIMICS Bond Tax Swap?

Bond Tax Swap is part of the MIMICS Investment Suite. Enable the swapping of bonds, including at a loss for tax purposes, with recovery analysis.

What are the key features of MIMICS Bond Tax Swap?

Key features include Swap Analysis, Tax Intelligence, Price/Yield Calc and Graphing Results.

Can Bond Tax Swap be customised and integrated with other systems?

Yes. Like every MIMICS system, Bond Tax Swap is customised to each institution’s requirements and local regulations, and interfaces with the other MIMICS modules and third-party systems. It can be deployed on-premise, in the cloud (AWS, Microsoft Azure, Oracle Cloud and others) or in a hybrid model.

Who builds and supports MIMICS Bond Tax Swap?

MIMICS, Inc. has built financial software since 1976. Its India subsidiary, Wildgrube Software in Hyderabad, develops, tests, implements and supports MIMICS systems.

See Bond Tax Swap working with your data.

Tell us about your institution and the problem you are solving. We will show you how MIMICS systems fit — remotely or on-site.