Please fill out our info request form to learn more about FSITrack or the Holder System.
FSITrack is an unclaimed property management system that allows companies to comprehensively track, organize and report their unclaimed property as mandated by state requirements.
Our user-friendly interface allows you to import and export properties and holder data with no confusion, guided by the straightforward wizards we provide.
FSITrack uses a Live Update feature to maintain the latest product codes and dormancy period definitions, so you never have to worry about changing regulations.
Because the states and territories' reporting and filing requirements are always changing, we provide regular compliance updates to save you from filing errors.
FSITrack flags eligible exemptions for each state, potentially saving your company thousands of dollars each year.
The Custom Letter Editor quickly generates fully-compliant letters to send to property owners, whether you choose one of our templates or create your own. FSITrack can also generate and print mailing labels to make your life easier.
Enter your data once, and FSITrack will do the rest of the work for you. All you've got to do is sign the forms and mail them off.
Our duplicate record check ensures that no data is imported more than one time, helping you maintain data integrity for recordkeeping and reporting.