Tracker® PRO

Unclaimed Property Reporting and Compliance Software

Tracker® PRO provides a turn-key solution for managing the complexities of unclaimed property compliance, data security, reporting, and owner claims.

  • Cloud and on-premise deployment options
  • Web-browser access with an intuitive user interface
  • Ability to attach documents to an owner record
  • Single Sign-On (SSO) capability

How Tracker PRO and the Owner Claims Portal Provide a Complete Unclaimed Property Software Solution

 

Data Security

  • Data encrypted at rest and in transit
  • Role-based security
  • Audit logging and reporting

Streamlined Data Import Process

  • Flexible data import routines to get you up and running quickly
  • Increased validations and data consistency checks
  • Bad data held in staging tables allows users to efficiently correct data issues

Easy Reporting

  • Escheat reports generation for 54 jurisdictions in the approved National Association of Unclaimed Property Administrators (NAUPA) layout
  • Notification of which state reports are due and exact properties for escheatment
  • State reporting portal to facilitate direct report submission to jurisdictions
  • Ability to report multiple holders in a single state report
  • Flexible reporting with the ability to export to Excel
  • Automated exemption and deduction analysis to minimize reporting burden and avoid over remitting

Owner Notification Capabilities

  • Customize due diligence letter templates
  • Use seeded templates as provided or create your own custom templates
  • Automate USPS delivery and tracking of due diligence letters
  • Generate letters across holders and jurisdictions simultaneously

Unclaimed Property Expertise

  • Team of experts who work directly with the states to ensure comprehensive coverage
  • Designed by practitioners for practitioners

Owner Claims Portal

Online Dashboard to Centralize and Organize Due Diligence Communication, Documentation, and Tasks

The Owner Claims Portal module of our industry-leading Tracker PRO software solution streamlines the entire due diligence process from end to end, increasing positive due diligence responses and reducing escheatment.

Owner Portal illustration 1

Improved Positive Responses

  • Owner accesses secure dashboard via custom URL
  • Smartphone photos and uploads simplify owner documentation requirements
  • On-demand claims status keeps owners informed

Secure Dashboard

  • Customizes your company logo and brand colors
  • Seamlessly interfaces with Tracker PRO
  • Organizes all steps of due diligence process

Centralized Tasks

  • Populate files with owner-supplied contact information
  • Verify owner identity
  • Confirm owner payment information
  • Log communications

Mitigation of Risk

  • Complete due diligence tasks as scheduled
  • Improve audit defense documentation
  • Generate up-to-date accurate reports in Tracker PRO

Streamlined Workflow

  • Enable multiple reviewers to track and manage claims
  • Automatically update records with uploaded owner documents
  • Update claim status in real time
  • Trigger payment upon completion of claim process

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