: Unclaimed Property Reporting, Compliance, and Collaboration


Reporting, Compliance, and Collaboration

UPExchange™ is a HIPAA-compliant web application that makes unclaimed property compliance simple. Users can access it from anywhere with just a browser and send entire reports and payments to multiple states online. IT personnel are assured in knowing the application is delivered from the cloud and uses real-time database protection, monitoring, auditing, and breach-prevention that follow PCI DSS and SSAE 16 best practices. Businesses appreciate using the unclaimed property administration system, complete with compliance and audit tools, to manage their state-specific reporting, due diligence, and record retention requirements.

On Time

UPExchange™ delivers all of the fundamental capabilities professionals would expect from an unclaimed property compliance reporting solution. The functionality comes from the cloud, so your organization can pay an affordable subscription rate and receive enterprise-class software as a fully managed service. ETM manages all aspects of the upgrade process and streams 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, we include and maintain all due diligence and state report filing requirements in the Unclaimed Property Calendar built right into UPExchange™.

To summarize, with UPExchange™ you will:

  • Get registered online in minutes
  • Have a flexible and affordable subscription plan
  • Have absolutely no hardware/software to install or maintain
  • Report and pay to multiple states using one efficiently online process

Intrigued?  See our 3-minute Overviewregister for your free subscription, review our business version product brief, call us at 319.739.3501 or send us an email.

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