Unclaimed Property Software

Unclaimed Property Software That Simplifies Compliance

Modern Tools. Statutory Updates. Automated Reports. All in One Place.

UPNavigator® takes the complexity out of unclaimed property compliance. Designed for multi-state reporting, it automates critical steps—from due diligence to report generation—while adapting to your internal processes.

Stay ahead of regulatory changes and gain visibility into every stage of the escheatment lifecycle.

If you’re looking for a smarter way to manage compliance, fill out the form and we’ll be in touch.

Why Choose UPNavigator®

Compliance shouldn’t feel like a full-time job. UPNavigator® simplifies unclaimed property management so you can reduce risk and focus on higher-value work.

Fast, Flexible Data Uploads
Use our streamlined template or customize with fields that matter to your organization.

Real-Time Regulatory Tracking
We monitor all 50 states—so your reports stay accurate as laws evolve.

End-to-End Workflow Automation
From due diligence to NAUPA file generation, automate key steps and eliminate manual errors.

Clear, Actionable Reporting
View what’s due, what’s exempt, and what’s been filed—plus audit-friendly reconciliation reports.

Two women are viewing the workflow of our unclaimed property software UPNavigator

Everything You Need All in One Platform

Data Upload & Validation

Import records using a structured template and ensure they meet state formatting rules from the start.

Due Diligence Automation

Generate and track letters, record responses, and prepare your data for filing with built-in mail compliance workflows.

Report Generation

Create NAUPA files, payment summaries, and state-ready reports in just a few clicks.

Reconciliation & Archiving

Easily track what was resolved, reported, or excluded—and maintain historical reports for internal access and audit defense.

unclaimed property compliance outsourcing

What Sets UPNavigator® Apart

It’s more than just software—it’s a smarter, more adaptable way to manage unclaimed property compliance.

User-Friendly by Design
No clunky interfaces. Built for non-technical users and compliance pros alike.

Custom Fields for Your Workflow
Track properties by business unit, add internal notes, and personalize fields to fit your internal systems.

Always Up-to-Date
We manage ongoing statutory changes so your filings are always accurate and compliant.

Expert Support When You Need It
Our compliance team is just a call or email away—and available to help as your needs grow.

Want to See the Software in Action?

Schedule a personalized demo and discover how UPNavigator® can streamline your next reporting cycle—no matter how many states you file in.

Request a Demo

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