ETM Marks Its Twelfth Anniversary

Developing Success, One Product and One Year at a Time

CEDAR RAPIDS, IOWA — (November 12, 2013) — ETM, developer of WingsPlus for statutory financial reporting and tax compliance — and UPExchange for unclaimed property reporting — marks its twelfth year in business this month. ETM established its market position with WingsPlus, a cloud-based suite of applications for annual and quarterly statements, integrated state financial filing forms, premium/municipal taxes, risk location, portfolio accounting and reporting, and compliance calendaring. It expanded its multi-industry presence with UPExchange, its cloud-based system for unclaimed property reporting, with which it earned the exclusive endorsement of the National Association of Unclaimed Property Administrators (NAUPA)(*).

“We’re not sure what’s more gratifying,” said Layton Olson, ETM’s CEO, “celebrating 12 years of unbroken success, even through some economic downturns — or developing a product as successful as UPExchange as part of our recent history. Either way, we’re extremely grateful for the support of our ever-growing customer base, even as we depend on their input to continually enhance our existing products and to continue to develop new ones. We couldn’t do it without them, and they give us much for which to be proud.”

About ETM

ETM is a web-application-development firm that specializes in providing statutory financial reporting, tax-compliance, and unclaimed property reporting services, making its clients more efficient, consistently accurate, and uniformly compliant. Founded in 2001, ETM has served nearly 50,000 companies and is the leading provider of software to automate and file financial information to meet numerous regulated reporting requirements. In 2010, ETM developed a web application for Unclaimed Property reporting. ETM has pioneered the development of electronic filing specifications and electronic payment to the state regulatory departments.

For more information about ETM, please visit www.byETM.com, call 855-737-1688, or e-mail sales@byetm.com.

(*) NAUPA’s endorsement pertains to the free holder-reporting software. Neither NAUPA nor its member states endorse any other products or services available to holders through ETM.

ETM Exceeds 23,000 UPExchange Users

Reporting deadlines drive demand for the better mouse trap.

CEDAR RAPIDS, IOWA — (November 5, 2013) — Just a month after marking its twenty-thousandth subscriber to UPExchange — ETM's acclaimed system for unclaimed property reporting and the only offering of its kind on the market that is available from the cloud — ETM now has more than 23,000 holders of unclaimed property subscribed. This is in addition to the 25 states that now accept online, electronic reports and/or payment submissions for unclaimed property, with more states in implementation.

“If necessity is the mother of invention, reporting deadlines are the mother of necessity” said Layton Olson, CEO at ETM. “With November 1 as a reporting deadline for many jurisdictions, thousands of holders of unclaimed property were looking to automate and simplify their reporting processes. Especially with cloud delivery, UPExchange gives them the improvements they want, along with the accuracy and compliance they need.”

UPExchange™ is a web application that makes unclaimed property compliance simple. To meet end-user requirements, it's accessible from anywhere with just a browser, and sends reports and payments to multiple states entirely online. To meet IT requirements, it's delivered from the cloud. To meet security requirements, it uses real-time database protection, monitoring, auditing, and breach-prevention that follow PCI DSS, and SSAE 16 best practices. To meet business requirements, it is a complete unclaimed property administration system that includes compliance and audit tools to assist in managing the various state specific reporting, due diligence and record retention requirements. It's endorsed officially and exclusively by NAUPA (the National Association of Unclaimed Property Administrators)

ETM is a web-application-development firm that specializes in providing statutory financial reporting, tax-compliance, and unclaimed property reporting services, making its clients more efficient, consistently accurate, and uniformly compliant. Founded in 2001, ETM has served nearly 50,000 companies and is the leading provider of software to automate and file financial information to meet numerous regulated reporting requirements. In 2010, ETM developed a web application for Unclaimed Property reporting. ETM has pioneered the development of electronic filing specifications and electronic payment to the state regulatory departments.

For more information about ETM, please visit www.byETM.com, call 855-737-1688, or e-mail sales@byetm.com.

ETM Puts 25 States Into Production on UPExpress

Online, Electronic System for Unclaimed Property Reporting and Payment Remittance

CEDAR RAPIDS, IA — Oct 9, 2013 — ETM, developer of UPExchange for unclaimed property reporting — and WingsPlus for financial reporting and tax compliance — has now connected 25 of the 50 United States to UPExpress. (The U.S. states account for 50 of the unclaimed property reporting jurisdictions that also include the District of Columbia; the Canadian provinces of Quebec, British Columbia, and Alberta; the US Virgin Islands; and the Commonwealth of Puerto Rico.) UPExpress is the industry’s first-ever standardized, online, electronic system for creating and submitting unclaimed reports — and for remitting unclaimed property payments — in one online session.

“Companies that use older technology for creating holder reports want the convenience and accuracy of online reporting, too,” said Layton Olson, CEO of ETM. “Participating states are realizing the operational advantages of automating this aspect of compliance, suggesting we’ve created the right tool for the right job at just the right time.”

While online reporting and payments is inherent in UPExchange, ETM’s holder reporting solution, UPExpress makes it possible for holders using virtually any holder reporting software (HRS Pro, Tracker, etc.) to take care of all of their multi-state reporting in one, simple, online session.

This is a complete list of the states that have adopted UPExpress to date, including the functions available for holders to use:

Reporting:

• Arizona
• Arkansas
• Idaho
• Kansas
• Michigan
• Minnesota
• Missouri
• Montana
• Ohio
• Oklahoma
• Oregon
• North Carolina
• North Dakota
• Pennsylvania
• Rhode Island
• Tennessee
• Utah
• Virginia
• Washington
• Wyoming

Reporting & Payment:

• Iowa
• Kentucky
• Maine
• South Carolina
• South Dakota

About ETM

ETM is a Web-application-development firm that specializes in providing statutory financial reporting, tax-compliance, and unclaimed property reporting services, making its clients more efficient, consistently accurate, and uniformly compliant. Founded in 2001, ETM now serves more than 20,000 companies in automating the administration and filing of financial information to meet numerous regulated reporting requirements. For more information about UPExchange and UPExpress, please visit www.byETM.com, call 319-739-3557, or e-mail sales@byetm.com. 

ETM Exceeds 20,000 UPExchange Users

Unclaimed Property Reporting Is Transformed for Holders and for States

CEDAR RAPIDS, IA — Oct 1, 2013 — Just three-and-a-half years after launching UPExchange — its acclaimed system for unclaimed property reporting and the only offering of its kind on the market that is available from the cloud — ETM now has more than 20,000 holders of unclaimed property subscribed. In addition, ETM now has 24 states accepting online, electronic reports and/or payment remissions for unclaimed property, with more states presently in implementation.

“Given the response from the holder community and the states, we’ve clearly started something,” said Layton Olson, CEO at ETM. “Online reporting fills the need for speed, accuracy, cost-effectiveness, and compliance. To have bridged the historical gap between holders and their reporting jurisdictions is something that makes all parties to unclaimed property reporting transactions feel very good, indeed.”

UPExchange™ is a web application that makes unclaimed property compliance simple. To meet end-user requirements, it’s accessible from anywhere with just a browser, and sends reports and payments to multiple states entirely online. To meet IT requirements, it’s delivered from the cloud. To meet security requirements, it uses real-time database protection, monitoring, auditing, and breach-prevention that follow PCI DSS, and SSAE 16 best practices. To meet business requirements, it is a complete unclaimed property administration system that includes compliance and audit tools to assist in managing the various state specific reporting, due diligence and record retention requirements. It’s endorsed officially and exclusively by NAUPA (the National Association of Unclaimed Property Administrators)*.

ETM is a web-application-development firm that specializes in providing statutory financial reporting, tax-compliance, and unclaimed property reporting services, making its clients more efficient, consistently accurate, and uniformly compliant. Founded in 2001, ETM has served nearly 50,000 companies and is the leading provider of software to automate and file financial information to meet numerous regulated reporting requirements. In 2010, ETM developed a web application for Unclaimed Property reporting. ETM has pioneered the development of electronic filing specifications and electronic payment to the state regulatory departments.

For more information about ETM, please visit www.byETM.com, call 855-737-1688, or e-mail sales@byetm.com.

ETM Drops Fee for Online Reporting of Unclaimed Property

Good Faith, Loyal Customers, Economies of Scale Inform the Decision

CEDAR RAPIDS, IA — Jun 11, 2013 — ETM, developer of UPExchange for unclaimed property reporting — and WingsPlus for statutory financial reporting — has waived the transaction fee it was formerly charging for online reporting of unclaimed property. The flat fee of $7.95 per transaction remains in place for online payment remittance to those states that accept online payments.

“We never expected we’d be happy to stop charging for any of our services,” said Layton Olson, EVP at ETM. “But this is a situation in which we want to return the favor to the thousands of UPExchange users who’ve fueled our explosive growth. When we introduced UPExchange, we believed it was the proverbial better mousetrap with significant potential. We had no idea it would catch on as it did. Waiving the online reporting fee is a pleasure given the market’s response.”

UPExchange helps companies that hold unclaimed property automate their reporting in accurate accordance with state-sponsored regulatory changes. To meet end-user requirements, it’s accessible from anywhere with just a browser and can be configured with all the fundamental capabilities unclaimed property professionals expect — importing unclaimed property records while checking for errors, calculating dormancy requirements by state by property type, producing search letters, documenting due diligence activities, creating reports to each states specifications, and more. And with the combination of SaaS delivery and intuitive usability, many holders are up and running on UPExchange in as little as 60 seconds. More than 18,000 holders of unclaimed property now use UPExchange.

ETM is a web-application-development firm that specializes in providing statutory financial reporting, tax-compliance, and unclaimed property reporting services, making its clients more efficient, consistently accurate, and uniformly compliant. Founded in 2001, ETM has served nearly 50,000 companies and is the leading provider of software to automate and file financial information to meet numerous regulated reporting requirements. In 2010, ETM developed a web application for Unclaimed Property reporting. ETM has pioneered the development of electronic filing specifications and electronic payment to the state regulatory departments.

For more information about ETM, please visit www.byETM.com, call 855-737-1688, or e-mail sales@byetm.com.

ETM Introduces WingsPlus DB Connector

New App Makes WingsPlus Database Available in Real Time

CEDAR RAPIDS, IA — Jun 4, 2013 — ETM, developer of WingsPlus for statutory financial reporting — and UPExchange for unclaimed property reporting — announces the availability of the WingsPlus DB-Connector, a new API that provides real-time access to data in the WingsPlus database to meet a wide variety of organizational needs. The Wings DB-Connector allows data to be gathered once, then used in many different ways without having to re-create or re-key it.

“This is another way for WingsPlus users to save steps, time, and money in the production of statutory-financial and tax-compliance forms and filings,” said Layton Olson, EVP at ETM. “Now, all of the data that is cross-populated and cross-checked in forms, filings, and statements is available in real time for any and all other purposes. The value of the WingsPlus DB-Connector extends well beyond annual and quarterly statements.”

The WingsPlus database aggregates data from multiple source systems, warehousing it for the production of statutory, tax, and financial form regulatory filings. It provides a single, common data model for consistently presenting information for the related data regardless of the data’s source.

For users, when the WingsPlus DB-Connector is used in combination with WingsLink, ETM’s proprietary Excel add-in, live data can be used for developing spreadsheets to be used for custom cross-checks, RBC forecasting, board and rating agency reporting, and projection modeling. It enables on-demand custom report creation to allow a multitude of stakeholders to make use of annual statement, premium tax, and state financial filing forms data in any way desired.

IT can create real-time links directly to the database with the WingsPlus DB-Connector API, increasing interoperability with other financial and analytical applications — and creating opportunities for new product/report development with automated data verification, reconciliation, and synchronization.

ETM is a web-application-development firm that specializes in providing statutory financial reporting, tax-compliance, and unclaimed property reporting services, making its clients more efficient, consistently accurate, and uniformly compliant. Founded in 2001, ETM has served nearly 50,000 companies and is the leading provider of software to automate and file financial information to meet numerous regulated reporting requirements. In 2010, ETM developed a web application for Unclaimed Property reporting. ETM has pioneered the development of electronic filing specifications and electronic payment to the state regulatory departments.

For more information about ETM, please visit www.byETM.com, call 855-737-1688, or e-mail sales@byetm.com.

ETM More Than Doubles UPExchange™ Users

From 8,000 Subscribers to More Than 16,000 in 18 Months

CEDAR RAPIDS, IA–(Marketwire – Feb 19, 2013) – After reaching 8,000 subscribers in October of 2011, ETM now has more than 16,000 holders of unclaimed property subscribed to UPExchange, its acclaimed system for unclaimed property reporting. The only SaaS offering of its kind on the market, UPExchange automates the management and reporting of unclaimed property to meet regulatory requirements. And UPExchange is endorsed exclusively by NAUPA* (the National Association of Unclaimed Property Administrators).

“We’re certain the NAUPA endorsement has helped,” said Layton Olson, EVP at ETM. “But we also have to believe — especially given the number of subscribers who’ve volunteered to speak with our prospects, to submit testimonial statements, and who’ve agreed to be interviewed for case studies — that the effectiveness of UPExchange has a little something to do with our success, as well. In any event, we’re happy and humbled to have so many companies subscribing to the system.”

UPExchange helps companies that hold unclaimed property automate their reporting in accurate accordance with state-sponsored regulatory changes. It also enables holders to remit reports and payments online to those states that accept them. To meet end-user requirements, it’s accessible from anywhere with just a browser and can be configured with all the fundamental capabilities unclaimed property professionals expect — calculating dormancy requirements by state by property type, producing and documenting due diligence letter activities, creating reports to each states specifications, and more. And with the combination of SaaS delivery and intuitive usability, many holders are up and running on UPExchange in as little as 60 seconds.

ETM is a web-application-development firm that specializes in providing statutory financial reporting, tax-compliance, and unclaimed property reporting services, making its clients more efficient, consistently accurate, and uniformly compliant. Founded in 2001, ETM has served nearly 50,000 companies and is the leading provider of software to automate and file financial information to meet numerous regulated reporting requirements. In 2010, ETM developed a web application for Unclaimed Property reporting. ETM has pioneered the development of electronic filing specifications and electronic payment to the state regulatory departments.

For more information about ETM, please visit www.byETM.com, call 855-737-1688, or e-mail sales@byetm.com.