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What is UP Standard?

UP Standard delivers a robust online solution tailored for unclaimed property compliance, expertly guiding users through the entire experience—from bulk or individual record imports using an integrated template with automated accuracy checks to intuitive filtering, editing, and commenting tools that enable centralized property management all within a single dashboard. The platform is regularly refreshed to reflect the latest state-specific regulations, thresholds, deadlines, and NAUPA II compliance requirements, which enhances the due diligence process with built-in fields and reminders, while also producing filing-ready reports and facilitating one-click electronic submissions across over 30 jurisdictions. Furthermore, it keeps track of report statuses and upcoming deadlines, maintains a comprehensive history of all submissions, and features advanced search tools coupled with audit-ready records management. This sophisticated system significantly eases the workload of compliance and finance teams by automating tasks, which greatly minimizes the risk of missing deadlines or facing penalties, thus fostering a more streamlined workflow. Additionally, with its wide-ranging functionalities, UP Standard equips organizations with the tools necessary to adeptly manage the intricate landscape of unclaimed property, instilling greater confidence and efficiency in their operations. Consequently, users can focus more on strategic initiatives rather than getting bogged down by compliance complexities.

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.

Media

Media

Integrations Supported

Hemi
Sovos

Integrations Supported

Hemi
Sovos

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

Sovos

Company Location

United States

Company Website

sovos.com/trr/products/unclaimed-property-reporting/upstandard/

Company Facts

Organization Name

Eisen

Date Founded

2021

Company Location

United States

Company Website

www.witheisen.com

Categories and Features

Categories and Features

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