UPExchange Excel Add-In

While you are diligent about compliance, the complexities of unclaimed property can make it easy for anyone to run into issues. Using the UPExchange Excel Add-in tool in your Microsoft Excel in your spreadsheets can help avoid some of those issues regardless of what software you are using to process unclaimed property reports. With this tool, you can:

• Quickly calculate dormancy…by state…pre escheat…from any spreadsheet 
• Retrieve correct addresses to improve due diligent letter delivery
• Cross reference the Social Security Death Master File*
• Find current addresses, phone numbers, date of birth, and more!

See the brief introduction video about this exciting new add-in tool! Download our UPExchange Excel Add-in product brief for more information