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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 ReportMyUP?

ReportMyUP simplifies the entire workflow associated with unclaimed property reporting by providing expert assistance and an intuitive interface that guarantees adherence to all reporting requirements. This innovative platform allows businesses to seamlessly upload their information, swiftly validate records in just a few minutes, and keep track of dormancy deadlines relevant to different states and property types. Furthermore, it automates the generation of due diligence letters, creates NAUPA-compliant reports for all fifty states, and facilitates direct eFiling for over thirty states. The system’s structured workflows elucidate the escheatment procedure, offering customized, step-by-step guidance that complies with each state's laws, thereby supporting teams in maintaining compliance throughout the year. Additionally, ReportMyUP includes extensive property management features, unified tracking, built-in status indicators, a record history of reports, and audit-ready documentation that automatically updates with any regulatory shifts. Users also have the flexibility to import unclaimed property through bulk uploads or manual entries, while benefiting from a consolidated interface that allows them to filter records, edit information, add notes, and keep track of state-specific deadlines and reporting statuses. This thorough approach not only conserves valuable time but also mitigates the possibility of expensive errors during the unclaimed property reporting process. By enhancing organization and efficiency, ReportMyUP ultimately empowers businesses to navigate the complexities of unclaimed property management with confidence.

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

$299 per year
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

Sovos

Company Location

United States

Company Website

reportmyup.com

Categories and Features

Categories and Features

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