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.
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™.
Sales Webinar, 1pm Central (content designed for companies interested in upgrading to the paid version of UPExchange)
You may also register for a previously recorded demonstration
UPExchange Training Webinar, Recording of training session (content designed for existing free users to learn how to navigate the system)