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NEWS

TruCentive Launches Agency Multi-Account Management for Advertising and Marketing Agencies

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

TruCentive multi-account management dashboard for agency client programs
THE ANNOUNCEMENT

What agency multi-account management means for your programs

New Tools Simplify Client Oversight, Fund Transfers, and Tracking

TruCentive Launches Multi-Account Management for Advertising and Marketing Agencies

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, contact TruCentive.
Agency multi-account management controls in TruCentive
FROM 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.”

— Lori Laub

KEY BENEFITS

What agency multi-account management delivers

TruCentive Incentive Automation Multi account management simplifies client oversight, fund transfers, and tracking.

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.

GET STARTED

Incentive delivery that means more and costs less

Unclaimed rewards returned, always. Build a complete project with your logo, your recipients, and your incentive selections, then send. Related reading: agency incentive programs.

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NEWS

TruCentive Launches Multi-Account Management for Advertising and Marketing Agencies

New Tools Simplify Client Oversight, Fund Transfers, and Tracking

July 2, 2025

By 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.” – Lori Laub

TruCentive Launches Multi-Account Management for Advertising and Marketing Agencies

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