Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Uniqkey Reviews & Ratings
    182 Ratings
    Company Website
  • ZenTreasury Reviews & Ratings
    9 Ratings
    Company Website
  • Filejet Reviews & Ratings
    38 Ratings
    Company Website
  • EZO AssetSonar Reviews & Ratings
    112 Ratings
    Company Website
  • gPanel Reviews & Ratings
    68 Ratings
    Company Website
  • Kognition Reviews & Ratings
    2 Ratings
    Company Website
  • Setyl Reviews & Ratings
    48 Ratings
    Company Website
  • Vehicle Acquisition Network (VAN) Reviews & Ratings
    3 Ratings
    Company Website
  • Viktor Reviews & Ratings
    17 Ratings
    Company Website
  • Unimus Reviews & Ratings
    31 Ratings
    Company Website

What is Eisen?

Eisen stands at the forefront of escheatment automation, adeptly managing the offboarding of accounts by merging escheatment, disbursement, and outreach functions into a single, unified platform. This groundbreaking system significantly improves compliance with diverse unclaimed property laws across various states by identifying inactive and dormant accounts, tracking and resolving stale checks, automating large-scale disbursements during closures, and managing forced account terminations, all while providing thorough audit trails and guaranteeing accuracy. It seamlessly integrates with existing data management systems through a growing suite of integrations, evaluates risk in real time, and initiates proactive communications with customers to prevent liabilities associated with unclaimed accounts. By automating every facet—from data gathering and risk assessment to personalized messaging and payment execution—Eisen empowers financial institutions to remain proactive regarding regulatory deadlines, reduces manual workloads, and mitigates the risk of incurring costly penalties related to escheatment. Additionally, this all-encompassing strategy not only improves operational effectiveness but also cultivates stronger bonds between institutions and their clients, thereby fostering enhanced trust and satisfaction in financial transactions. Ultimately, Eisen’s innovative approach positions financial institutions to navigate the complexities of escheatment with confidence and efficiency.

What is AUPTC?

Optimize your approach to handling unclaimed properties by employing a highly-rated software specifically developed for this task. The Abandoned & Unclaimed Property Total Compliance (AUPTC) system proficiently manages unclaimed assets while ensuring full compliance with the applicable laws in both the United States and Canada. Poor management of these assets can lead to heightened risks of costly audits for organizations. This advanced workflow solution supervises the entire process, ensuring a transparent audit trail extends from due diligence to payment and escheatment. Its system is carefully designed to adhere to state regulations, thereby guaranteeing robust compliance for unclaimed properties. Moreover, the platform includes customizable dashboards that offer valuable insights into records that need formal due diligence, checks that need to be reissued, and obligations for state reporting, making it an essential resource for businesses dealing with the intricacies of unclaimed property management. By implementing this software, organizations can effectively reduce risks, boost operational efficiency, and navigate the complexities associated with managing unclaimed assets more adeptly. Ultimately, such a proactive approach can lead to improved financial outcomes and streamlined processes.

Media

Media

Integrations Supported

Hemi

Integrations Supported

Hemi

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Eisen

Date Founded

2021

Company Location

United States

Company Website

www.witheisen.com

Company Facts

Organization Name

DMA

Date Founded

1972

Company Location

United States

Company Website

www.dmainc.com/software/unclaimed-property-automated-solution

Categories and Features

Categories and Features

Corporate Tax

Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning

Popular Alternatives

Popular Alternatives

AUPTC Reviews & Ratings

AUPTC

DMA
KAPS Reviews & Ratings

KAPS

Kelmar
KAPS Reviews & Ratings

KAPS

Kelmar