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Reporting Software
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Software and support for technology related to unclaimed property processes, including calculating dormancy periods, meeting due diligence requirements, and creating state specific reports.



DMA - DuCharme, McMillen & Associates, Inc.

Gwen Lawhorn, 513-723-1121 ext. 1937,


DMA Unclaimed Property services and award-winning advanced Unclaimed Property software solution. Automate the UP management workflow, ensuring compliance and simplifying reporting.


Grant Thornton LLP
David Glad, 215-814-4039,


Grant Thornton is a world leading audit, tax and advisory firm providing meaningful, forward-looking unclaimed property consulting and compliance services to dynamic organizations.


Ryan, LLC

Jim Kiekhoefer, 319-573-7155,


Tracker PRO is the most trusted unclaimed property compliance system in the world ensuring holders comply with complex reporting and due diligence requirements.


Unclaimed Property Sales

The Berwyn Group

Karen Mason

Financial Software Innovations, Inc

Luke Forrest

Trintech, Inc.

Mark Vogelberger

Unclaimed Property Consulting & Reporting LLC

Carla McGlynn

WolfePak Software, LLC

Threesa Scott


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