Trovata
Partner product overview
Trovata and J.P. Morgan have partnered to provide a best-in-class cash management experience. With rapid onboarding through the J.P. Morgan Access API, start managing all your bank accounts, across institutions, in one platform. You'll get daily cash information such as automated reports and forecasts, reduce manual processes, and achieve a complete view of your cash.
Our integration with J.P. Morgan's Payments API enables a streamlined payments experience at no cost. By leveraging the bank's payment rails directly, our solution eliminates the need for 3rd-party payment vendors. Move money and initiate Real-time Payments (RTP), ACH, and wire transfers with ease.
The Morgan Money application is hosted by Trovata and can be accessed directly within the platform. Seamlessly navigate between cash insights from Trovata and investments within Morgan Money, without switching screens.
With J.P. Morgan and Trovata, you'll be empowered to gain deep cash insights and act on them - all within one platform.
Benefits with J.P. Morgan
- Bank Data Aggregation: All of your balances and transactions, in one place. No matter the bank.
- Dashboards and Reports: Visualize and answer cash flow questions as reports that can be shared.
- Payments: Streamlined and free payments experience. Eliminate 3rd party payment application costs.
- Cash Positioning: View live cash positions. Identify excess cash opportunities across all accounts.
- Morgan Money: Account can be accessed directly from Trovata without switching screens.
- No IT Required: Our Client Success team implements in days without engaging your IT resources.
Solution availability
- NAMR
Trovata empowers everyone to analyze, report, forecast, transact—manage cash like a pro—no matter who your business banks with. No IT required.