Unclaimed Property Consulting & Reporting LLC

Unclaimed Property Consulting & Reporting LLC (UPCR) is a leading provider of unclaimed property compliance and technology services, dedicated to helping businesses navigate the complex landscape of unclaimed property regulations, mitigate risks, and maintain compliance with state laws. At UPCR, our mission is clear: to provide comprehensive unclaimed property compliance solutions that empower organizations to efficiently manage their unclaimed property obligations while ensuring that rightful owners are reconnected with their assets. With over 25 years of experience in the industry, we have honed our expertise to deliver unparalleled service and value to our clients. Our Services: Consulting Services: Our team conducts comprehensive reviews of financial records, offers liability analysis and mitigation, manages voluntary compliance, provides audit defense and management, develops or enhances policies and procedures, offers SSDMF matching services and analysis, handles asset recovery processing, and delivers educational training. Compliance Outsourcing: We provide dedicated compliance outsourcing services and offer UPNavigator™, our advanced software solution designed to streamline the compliance reporting process. Our experts manage every aspect of compliance reporting, ensuring accuracy and timeliness. Death Master File (DMF) Matching: UPCR understands that many companies lack the resources to develop their own DMF matching program. Our solution identifies exact and fuzzy matches, provides reporting and analysis, and customizes the solution to meet specific needs. InSmart™ SSMDF Matching and Tracking Tool: This web-based Software as a Service (SaaS) application assists in identifying duplicate matches, research documentation, and more. Application Development: With over 30 years of software development experience, UPCR is flexible and can adapt to your needs, integrating our expertise into your team or providing our own team and methodologies.