UPNavigator
Automate unclaimed property compliance with web-based data management, due diligence, and state reporting.
Executive Summary
UPNavigator by Kelmar is a web-based SaaS application designed to streamline and automate unclaimed property compliance processes. It provides organizations with a comprehensive solution to manage their unclaimed property obligations efficiently and accurately, reducing the manual effort and risk associated with these complex regulatory requirements. The platform automates critical functions including data management, ensuring all relevant property records are accurately captured and maintained. It also facilitates the due diligence process, helping companies identify and notify owners of potential unclaimed property. Furthermore, UPNavigator automates the generation and processing of state reports, ensuring timely and compliant submissions across various jurisdictions.
Use Cases
- Automating the annual reporting of unclaimed property to state jurisdictions.
- Centralizing and managing all unclaimed property data records.
- Conducting and tracking due diligence efforts for potential unclaimed property.
- Ensuring continuous compliance with evolving state unclaimed property laws.
Features
Visibility
- Centralized Data Management: Manage and track all unclaimed property records in a single, secure web-based platform.
- Automated Due Diligence: Streamline the process of identifying potential unclaimed property and notifying owners.
- State Report Processing: Generate accurate and compliant unclaimed property reports for all relevant state jurisdictions.
Technical Specifications
- Architecture
- Cloud-native, multi-tenant SaaS architecture
- Deployment
- SaaS
Pricing
- Target Customer
- Mid-Market,Enterprise
About Kelmar
Kelmar Associates assists governments with the administration and enforcement of their unclaimed property programs, providing business management consulting services.
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