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Turn client conversations into financial plans.

Share your meeting notes with Microsoft 365 Copilot, Claude or ChatGPT and get a draft cashflow plan in Truecast, ready for you to review.

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Prepare a plan on Truecast from the attached meeting notes.

  • Meeting notes.docx

Done. The draft is ready for your review on Truecast.

David and Sarah · Draft planBoth retire at 60 · projected to 90Open the plan
Pensions and properties

Illustrative projection, not a forecast or a personal recommendation.

Then ask the next question.

Once a plan is in Truecast, your assistant can test ideas on it or look across every client you advise. Truecast does the calculations. You review every result.

What if David and Sarah retire at 57 instead of 60? Save it as a scenario.

Retiring at 57, their money covers their planned spending until age 85, then falls short. Retiring at 60, it is covered throughout. I’ve saved this as a scenario beside the base scenario.

David and Sarah · Retire at 57Saved scenario · shortfall from age 85Open the scenario

Illustrative projection, not a forecast or a personal recommendation.

What’s the most Margaret and Peter Clarke could give their children now and still be comfortable?

About £830,000, on top of the gifts already in their plan. With a gift of that size now, their planned spending is still covered every year to age 95. The Inheritance Tax on their estate at that age falls from £525,000 to nil, in today’s money. This is a preview; nothing is saved.

Margaret and Peter Clarke · Gift preview£830,000 now · spending covered to age 95Open the plan

Illustrative projection, not a forecast or a personal recommendation.

Which of my clients will be most affected by the pension Inheritance Tax changes in April 2027?

From 6 April 2027 unused pension funds are due to count towards the estate. The extra Inheritance Tax at the end of each plan, in today’s money:

  1. Tom Wright+£450,000
  2. Alex Taylor+£317,000
  3. Margaret Clarke+£275,000
  4. David Robinson+£233,000
  5. Sam Walker+£142,000
Acme Wealth · 5 clients checkedRanked by extra Inheritance TaxOpen the clients

Illustrative projection, not a forecast or a personal recommendation.

Your assistant prepares. Truecast calculates. You decide.

Each part does the job it is good at, so you can see where every figure in a plan comes from.

Your AI assistant

Reads and structures

  • Microsoft 365 Copilot
  • Claude
  • ChatGPT
  • Reads the fact-find, meeting notes and anything else you choose to share.
  • Turns your request, in your own words, into the plan details Truecast needs.
Plan details as data

Truecast

Calculates the plan

  • Runs the cashflow calculation and returns the draft plan.
  • Tests scenarios and answers questions across every plan you look after.

No AI in the numbers. Truecast makes no AI calls. Every figure comes from its cashflow calculation.

Draft for review

You and your firm

Review and decide

  • Check the inputs, assumptions and result before anything reaches the client.
  • Nothing changes a client’s plan until someone in your firm confirms it.

MCPYour assistant and Truecast connect over the Model Context Protocol, an open standard for passing structured information between an AI assistant and a tool. We set up the connection for your firm during onboarding.

Your clients’ data. Your firm’s control.

See where Truecast stores client data, how access works and the commitments your firm receives under our Terms and Data Processing Agreement.

Security and data protectionRead the DPA

  • EU data storage

    Databases and file storage use Cloudflare’s EU jurisdiction, encrypted in transit and at rest. Encrypted offsite backups are held in Microsoft Azure in the EU.

  • Access by firm and role

    Each firm has its own workspace, with role-based access and an audit trail of changes.

  • Your choice of AI assistant

    The Truecast app itself makes no AI calls, and we never train AI on client data. Any assistant your firm connects works under your agreement with its provider.

  • Oversight rights in the contract

    Our Terms and DPA give your firm and the FCA information and access rights.

What advisers ask us.

Something else? Email support@truecast.co.uk

Does the AI assistant make the advice decision?

No. The assistant prepares the draft and Truecast calculates it. You check the client information, the assumptions and the result, then decide what goes into the advice.

Which AI assistants does Truecast work with?

Microsoft 365 Copilot, Claude and ChatGPT. We set up the connection for your firm during onboarding.

Do you use client data to train AI?

No. The Truecast app itself makes no AI calls, and we don’t use your data to train any AI model.

Does Truecast replace the CRM or compliance system?

No. Truecast is the planning workspace. Your CRM stays the client record and your compliance system stays the system of record.

How does my firm start using Truecast?

Talk to us about onboarding. Book a call to go through how Truecast would fit your firm. In the meantime, the read-only demo opens a sample firm, Acme Wealth, with 80 clients and their plans, charts and scenarios.

Book a call

Look around first, or book a call to discuss.

Open the read-only demo to explore more, or book a call to discuss how Truecast could fit your firm.

Try demoBook a call

Prefer email? support@truecast.co.uk