: Unclaimed Property Reporting, Compliance, and Collaboration


Reporting, Compliance, and Collaboration

UPExchange™ is a HIPAA-compliant web application that makes unclaimed property compliance simple. To meet end-user requirements, it’s accessible from anywhere with just a browser, and sends reports and payments to multiple states entirely online. To meet IT requirements, it’s delivered from the cloud. To meet security requirements, it uses real-time database protection, monitoring, auditing, and breach-prevention that follow PCI DSS, and SSAE 16 best practices. To meet business requirements, it is a complete unclaimed property administration system that includes compliance and audit tools to assist in managing the various state specific reporting, due diligence and record retention requirements. A free version creates unclaimed property reports in state specific formats.

On Time, All the Time

There are fundamental capabilities that professionals expect from any reporting solution that adhere to unclaimed property compliance requirements. Like others, UPExchange delivers those. Unlike others, UPExchange delivers its functionality from the cloud, so your organization can pay an affordable subscription rate and receive enterprise-class software as a fully managed service. 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, we include and maintain all due diligence and state report filing requirements in the Unclaimed Property Calendar that is built right into UPExchange.

With UPExchange, you will:

  • Be registered online in minutes
  • Have a flexible and affordable subscription plan
  • Not have hardware/software to install or maintain
  • Report and pay to multiple states in one online process

Intrigued?  Click here to watch our 3-Minute overview, here to review our product brochure, and here to obtain your free subscription. Or contact us at 319.739.3557 or email



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.

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