Compare Client 360 vs. UP Standard

Client 360 operates entirely without paper, offering real-time information and a task monitoring system that promptly notifies neighborhood officers as deadlines near. Accessible to all employees worldwide, Client 360 eliminates the necessity to return to the office between property visits, streamlining operations. Say goodbye to cumbersome paper forms, unnecessary manual tasks, and delays. This platform ensures comprehensive visibility of every operational aspect and comes equipped with established business workflows for signing up new tenants, managing arrears, conducting voids, and performing tenant and property surveys, all through a distinctive mobile application. Users can easily search for information by tenant or property name, create personalized watchlists, and generate daily or weekly task lists. Automated alerts are dispatched if essential activities are not completed punctually, and these reminders can also be directed to members of the management team. Additionally, the app allows for the creation of business process forms directly from within its interface, further enhancing efficiency. With such features, Client 360 significantly improves communication and operational effectiveness across the organization.

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.