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What is UPNavigator?

UPNavigator is a comprehensive cloud-based software designed to simplify the unclaimed property compliance process by combining essential functions such as data management, eligibility assessments, due diligence notifications, and state report submissions into one intuitive platform. Regularly updated to reflect the latest state regulations and compliant across all U.S. jurisdictions, it automates the creation of NAUPA II format reports, significantly reducing the risk of incurring substantial fines and facilitating the recovery of rightful owner assets. Users benefit from real-time reporting and advanced analytics, which enable them to evaluate state due diligence and escheatment eligibility, generate and print internal evaluation documents and owner correspondence, track due diligence responses, and maintain meticulous data reconciliation for effective record-keeping. Moreover, the platform allows for customizable filters and column selections to tailor the experience to specific needs. With a proven track record of successfully filing thousands of state reports, UPNavigator stands out as a dependable and cost-effective compliance solution that equips operations teams to proactively manage regulatory deadlines. Furthermore, its extensive features not only boost operational efficiency but also allow users to dedicate their attention to strategic objectives instead of being overwhelmed by compliance challenges. This dual focus on efficiency and strategic planning positions UPNavigator as an essential tool for any organization navigating the complexities of unclaimed property compliance.

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

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

UPCR

Company Location

United States

Company Website

www.upcr-llc.com/software/upnavigator/

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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