See how our proprietary website can completely automate unclaimed property compliance and reunite you with your owners – pre-escheat. You will be given an opportunity to review UpExchange in detail and ask questions.
With the UPExchange business suite, you can:
Rest easy knowing that state laws and regulations are built in and constantly updated
Let the system calculate and tell you what is dormant, when to send due diligence letters, and when to report
Receive automated calendar alerts, reminding you of upcoming filing dates and regulatory changes
Eliminate IT involvement with no installation and access from anywhere on the web
Retain all record detail indefinitely in case of an audit
Verify and obtain current address records, eliminating tedious manual data cleansing