UPExchange:

Reporting, Compliance, and Collaboration

UPExchange is a web application for creating and submitting unclaimed property reports in the NAUPA II Electronic Reporting Standard. The free version is endorsed officially and exclusively by NAUPA*. 

In addition, ETM offers a business version that includes compliance and audit tools to assist in managing the variation of state reporting and due diligence requirements.  Click here to attend a regularly scheduled web demonstration of our business modules.

To meet end-user requirements, it’s accessible from anywhere with just a browser. To meet IT requirements, it’s delivered as software-as-a-service (SaaS). To meet security requirements, UPExchange uses real-time database protection, monitoring, auditing, and breach-prevention that follow PCI DSS, Sarbanes-Oxley (SOX), HIPAA, GLBA, and SAS 70 best practices. To meet business requirements, UPExchange accelerates time-to-value with rapid implementation, data conversion, simplicity, and economy – and provides the option of outsourcing the unclaimed property reporting process to ETM.

On Time, All the Time

SaaS enables us to keep UPExchange current and accurate. We manage all aspects of the upgrade process, streaming updates as received, so you’re always using the most up to date releases, rules, and regulations for each state’s reporting requirements.

In addition, UPExchange:

• Easily converts data from other unclaimed property systems
• Updates unclaimed property records, all at once, directly from Excel
• Uses Word for limitless search letter customization
• Uses custom fields to store data that aids reporting efforts
• Securely stores reporting history to comply with state records retention laws
• Uses state exemptions to reduce liabilities
• Allows claimants to initiate a self-service, online claim
• Views and saves report coversheets in PDF

More Information

For more information, contact ETM at 319.739.3557,
or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it. .

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If you haven't subscribed yet, please click here for your free subscription to UPExchange.

Click Here To Download a UPExchange Brief

Click Here To Watch a 3-Minute Overview

* NAUPA’s endorsement pertains to the free holder-reporting software. Neither NAUPA nor its member states endorse any other products or services available to holders through ETM.

UPExchange

NAUPA’s endorsement pertains to the free holder-reporting software. Neither NAUPA nor its member states endorse any other products or services available to holders through ETM.