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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Brico is an innovative platform that leverages AI to streamline the regulatory licensing process for various financial services entities, such as fintech firms, lenders, money transmission services, debt collection agencies, mortgage companies, and cryptocurrency organizations, guiding them through the complete licensing lifecycle from the initial application stage to ongoing maintenance, compliance reporting, and renewals across all 50 states, all within an integrated and automated framework. The platform gathers and unifies real-time regulatory requirements, providing intelligent checklists and state-specific regulations, allowing teams to submit applications accurately and efficiently while minimizing manual interventions, reducing paperwork, and overcoming the complexities of inconsistent forms and deadlines that typically require cumbersome spreadsheets and multiple tools. Brico enhances operational efficiency with features like automatic form completion through smart data mapping, built-in project and task management that promotes team collaboration, automated reporting cycles with compliance alerts, and serves as a definitive repository for important deadlines, essential documents, and audit trails, ensuring that teams are always equipped with the necessary information. This holistic approach not only simplifies the licensing process but also empowers organizations to maintain compliance effortlessly and adapt swiftly to changing regulatory landscapes.

Description

ReportMyUP streamlines the entire process of unclaimed property reporting, offering expert guidance and a user-friendly experience to ensure compliance with all reporting obligations. This platform enables businesses to efficiently upload their data, automatically validate records within minutes, and monitor dormancy deadlines for various states and types of property. Additionally, it automates the creation of due diligence letters, produces NAUPA-compliant reports for all 50 states, and allows for direct eFiling with over 30 states. The system’s workflows clarify the escheatment process, providing tailored step-by-step instructions that align with each state's regulations, which helps teams maintain compliance throughout the year. ReportMyUP also features comprehensive property management capabilities, centralized tracking, built-in status indicators, a history of reports, and records that are audit-ready, with automatic updates reflecting any regulatory changes. Users benefit from the ability to import unclaimed property via bulk upload or manual entry, as well as access a consolidated view to filter records, edit entries, add remarks, and keep tabs on state-specific deadlines and reporting statuses, ensuring a smooth and organized workflow. This comprehensive approach not only saves time but also reduces the risk of costly mistakes in the unclaimed property reporting process.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Sovos

Integrations

Sovos

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$299 per year
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Brico

Founded

2023

Country

United States

Website

www.brico.ai/

Vendor Details

Company Name

Sovos

Country

United States

Website

reportmyup.com

Product Features

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Product Features

Alternatives

Alternatives

AUPTC Reviews

AUPTC

DMA