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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 NEXONE Office?

NEXONE Office provides a holistic brokerage solution that seamlessly connects agent documentation and transaction information with your administrative and back-office systems, guaranteeing a continuous flow of data while maintaining compliance standards. In addition, agents can effortlessly find the specific requirements for various file types, and the integrated auditing, tracking, and approval workflows ensure that both agents and the back office have complete visibility over any missing details. By incorporating robust back-office accounting features, trade data is automatically populated into essential financial records, eliminating the need for redundant data entries. Crafted with input from office administrators, NEXONE Office optimizes the deal submission process, ensuring all requirements are met while clearly indicating any missing information. The system's electronic trade record capability greatly minimizes the likelihood of common data entry mistakes by directly transferring relevant deal information into the accounting system. Ultimately, NEXONE Office is designed to boost efficiency and transparency throughout the brokerage process, enhancing the workflow for everyone involved and contributing to a more organized environment. This level of integration not only saves time but also fosters a cohesive relationship between agents and administrative teams.

Media

Media

Integrations Supported

Sovos

Integrations Supported

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

NEXONE

Company Location

Canada

Company Website

nexone.ca/office/

Categories and Features

Categories and Features

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