Reporting, Compliance, and Collaboration
UPExchange™ is a 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 as software-as-a-service (SaaS). 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, including the NAUPA II Electronic Reporting Standard. It is endorsed officially and exclusively by NAUPA*.
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™ uses the SaaS delivery model so that 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, 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.
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.