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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 HRS Pro?

HRS Pro is an out-of-the-box solution designed for unclaimed property reporting, streamlining compliance across all U.S. jurisdictions, including Puerto Rico and the District of Columbia, by generating NAUPA II format reports that adhere to individual state legal standards. This software is offered in both web and desktop versions, enabling users to easily import data using supplied templates, while also providing resources like a getting-started guide, FAQs, and instructional videos for added assistance. Moreover, it automatically creates cover sheets and correspondence for due diligence directed towards property owners. The Enterprise edition supports an unlimited number of companies (FEINs), accommodates multiple users, and allows for an unrestricted number of properties in each state report, along with capabilities to export data to Excel or CSV files, and includes both phone and email support. On the other hand, the Standard edition maintains the same comprehensive reporting functionalities but is limited to a single company and user, restricts the number of properties to 100, and lacks export capabilities or direct support options. In summary, HRS Pro significantly improves the unclaimed property reporting process for organizations of various sizes, ensuring greater accuracy and compliance in their reporting efforts. As a result, it stands out as a valuable tool for both small businesses and larger enterprises alike.

Media

Media

Integrations Supported

Integrations Supported

Google Sheets
Microsoft Excel

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

UPCR

Company Location

United States

Company Website

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

Company Facts

Organization Name

HRS Pro

Company Location

United States

Company Website

hrspro.unclaimedproperty.com

Categories and Features

Unclaimed Property

Not specified

Categories and Features

Unclaimed Property

Not specified

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