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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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

UP Standard offers a comprehensive web-based solution designed for unclaimed property compliance, guiding users seamlessly through the entire process, from the bulk or individual record import utilizing an integrated template with automated validations for accuracy to user-friendly filtering, editing, and commenting features that allow for centralized management of properties within a single dashboard. The platform is consistently updated with the most current state-specific regulations, thresholds, deadlines, and NAUPA II compliance standards, facilitating streamlined due diligence through built-in fields and reminders, while also generating reports that are ready for filing and providing one-click electronic submissions across more than 30 jurisdictions. Additionally, it monitors the status of reports and their upcoming due dates, maintains a complete history of all filings, and includes advanced search functionalities alongside audit-ready record management. This advanced system alleviates the burden on compliance and finance teams by automating processes, thus significantly reducing the likelihood of overlooking deadlines or incurring penalties, ultimately promoting a more efficient workflow. With its extensive capabilities, UP Standard empowers organizations to navigate the complexities of unclaimed property management with greater ease and confidence.

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

No price information available.
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

sovos.com/trr/products/unclaimed-property-reporting/upstandard/

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