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.
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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