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Description
Eisen represents the pioneering solution in escheatment automation, effectively overseeing the offboarding of accounts by consolidating escheatment, disbursement, and outreach processes into one cohesive platform. This innovative system enhances adherence to varying unclaimed property regulations across states by detecting inactive and dormant accounts, monitoring and addressing stale checks, automating extensive disbursements during wind-downs, and overseeing force-out closures, all while ensuring detailed audit trails and an accuracy guarantee. It integrates effortlessly with existing data management systems via an expanding array of integrations, assesses risk in real-time, and initiates proactive communication with customers to avert potential liabilities from unclaimed accounts. By automating every aspect—from data collection and risk evaluation to tailored messaging and payment processing—Eisen enables financial institutions to stay ahead of regulatory timelines, minimizes manual workloads, and lessens the risk of incurring expensive penalties tied to escheatment. Furthermore, this comprehensive approach not only enhances operational efficiency but also fosters stronger relationships between institutions and their clients, ensuring greater trust and satisfaction in financial dealings.
Description
HRS Pro is a ready-to-use solution for reporting unclaimed property that simplifies compliance across all jurisdictions in the U.S., including Puerto Rico and the District of Columbia, by producing reports in NAUPA II format that meet specific state legal requirements. This software is available in both web-based and desktop forms, allowing users to import data utilizing provided templates, and it includes resources such as a getting-started guide, FAQs, and instructional videos. Additionally, it automatically generates cover sheets and letters for due diligence regarding owners. The Enterprise edition accommodates an unlimited number of companies (FEINs), supports multiple users, and permits an unlimited amount of properties in each state report, offering exports to Excel or CSV files along with phone and email assistance. In contrast, the Standard edition retains the same extensive reporting features, but is restricted to a single company and user, limited to 100 properties, and does not include export options or direct support. Overall, HRS Pro enhances the efficiency of unclaimed property reporting for organizations of varying sizes.
API Access
Has API
API Access
Has API
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
Eisen
Founded
2021
Country
United States
Website
www.witheisen.com
Vendor Details
Company Name
HRS Pro
Country
United States
Website
hrspro.unclaimedproperty.com