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New Tools Simplify Client Oversight, Fund Transfers, and Tracking TruCentive delivers agency multi-account management as part of its incentive fulfillment and reward delivery platform.
July 2, 2025 · By TruCentive · TruCentive
— Lori Laub
TruCentive Incentive Automation Multi account management simplifies client oversight, fund transfers, and tracking.
Users can easily switch between client accounts without needing to log out or manage multiple credentials.
Agencies can transfer funds from a central master account to individual client accounts, simplifying financial workflows.
Administrators can move funds between client accounts to rebalance budgets and allocate resources in real time.
View consolidated project status, analytics and budget usage across all client accounts.
Administrators can manage user permissions across accounts from a centralized dashboard.
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TruCentive, the leading platform for delivering flexible digital incentives, today announced the launch of Multi-Account Management, a powerful new feature built for advertising, marketing, and research agencies that manage multiple client programs. This enhancement allows agency users to seamlessly switch between client accounts using a single login, simplifying oversight, improving operational efficiency, and enhancing client service.
Multi-Account Management includes several key capabilities:
• Client Account Switching – Users can easily switch between client accounts without needing to log out or manage multiple credentials.
• Master Account Fund Control – Agencies can transfer funds from a central master account to individual client accounts, simplifying financial workflows.
• Inter-Account Transfers – Administrators can move funds between client accounts to rebalance budgets and allocate resources in real time.
• Roll-Up Reporting – View consolidated project status, analytics and budget usage across all client accounts.
• Unified User Management – Administrators can manage user permissions across accounts from a centralized dashboard.
“We’ve always focused on making incentive delivery simple, flexible, and powerful,” said Lori Laub, CEO of TruCentive. “With the launch of Multi-Account Management, agencies can now operate across their portfolio of clients with less friction, greater transparency, and total control.”
The feature is already getting positive feedback from early users.
“TruCentive’s Multi-Account Management dramatically streamlines how we manage clients and budgets,” said Bob Williams, Director at Ascero Research.
“We love how TruCentive enables us to run programs where recipients can choose from branded items, SWAG, eGift cards, and payments—all from a single, unified platform. It’s a game changer for both client satisfaction and operational efficiency.”
This release is part of TruCentive’s ongoing commitment to supporting the evolving needs of agencies, enterprises, and research organizations who require secure, scalable, and intuitive platforms for engaging audiences worldwide.
To learn more about Multi-Account Management or request access, visit: https://trucentive.com/stage