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AI assistants

Using Truecast with your AI assistant

Truecast works with Microsoft 365 Copilot, Claude and ChatGPT. Your assistant does the reading and drafting. Truecast does every calculation. Nothing changes a client’s plan until someone in your firm confirms it.

For Truecast customers only. Contact us to set up a firm.

Truecast is listed in the Claude connector directory.

Book a callsupport@truecast.co.uk

Before you connect

From our Terms of Service, clause 10.2

10.2 When a connection is active, the Platform sends your AI Assistant the Client Data and Outputs that are needed to answer each request, within the permissions the Authorised User approved. Where an Authorised User approves it, this includes the content and charts of a client report, so that your AI Assistant can use them in documents it prepares for you. Your AI Assistant is provided to you by its own provider under your agreement with that provider. It is not part of the Platform, and its provider is not our Subprocessor. You are responsible for choosing it, for the terms on which you use it and for how it handles the information it receives. Before connecting an AI Assistant to Client Data, you must make sure its provider is bound by a contract that meets Article 28(3) of the UK GDPR and does not allow it to use Client Data for its own purposes. Consumer versions of AI assistants may not meet this requirement.

What your assistant can do

Your assistant uses these Truecast tools. Each one works on the clients you can see in Truecast, and only within the permissions you approved.

Read

Answers from the plan

Reads plans and projections. Changes nothing.

  • List clients. Lists the clients you can see in Truecast.
  • Get plan context. Reads one client’s plan: people, ages, balances, income, spending and assumptions.
  • Get year breakdown. Shows one year of the projection in detail.
  • Get cashflow range. Shows money in and out across a range of ages.
  • Get estate breakdown. Shows the estate and Inheritance Tax position.
  • List client scenarios. Lists a client’s saved scenarios and projects.
  • Query the client book. Checks one measure across every plan you look after.

Preview

Try a change, save nothing

Works out a result without saving it.

  • Test a plan change. Shows a plan before and after a change.
  • Solve a client goal. Finds the spending or saving that reaches a target for a client.
  • Find earliest retirement age. Finds the earliest retirement age a plan supports.
  • Run Monte Carlo check. Stress-tests a plan across many possible market returns.
  • Compare pension and ISA contributions. Compares paying the same monthly amount into a pension or an ISA.
  • Solve an IHT target. Finds the spending or gift that brings Inheritance Tax at death down to a target.
  • Solve maximum one-off gift or spend. Finds the largest one-off gift or spend a plan can afford.

Draft

Ready for your review

Saves a scenario or a draft in Truecast. Each needs its own permission.

  • Save a client scenario. Saves a what-if scenario beside the plan. The client’s plan stays as it is.
  • Draft a new client. Drafts a new client from your notes, for you to review and save.
  • Revise a new-client draft. Changes a new-client draft before you save it.
  • Draft a client update. Drafts an update to an existing client, for you to review and apply.

Permissions you approve

When you connect, Truecast shows the permissions your assistant asks for. Your firm decides which ones to approve.

Read client plans

Read client records and financial plans you can access

Draft scenarios

Create and save draft scenarios for clients you can access.

Draft client intake

Create and revise draft intake records for you to review.

Draft plan updates

Prepare plan updates for you to review and confirm.

Stay connected

Stay connected without asking you to sign in again each hour

Your firm decides

You review every draft

A new-client draft becomes a client only when you save it. A client update changes the plan only when you apply it. A what-if scenario never changes the plan.

Disconnect at any time

Each person can disconnect their assistant under Connected AI apps (MCP) in Settings. Removing someone from your firm ends their connections.

Data and privacy

From our Privacy Notice

If you connect an AI assistant or other AI software (for example Microsoft 365 Copilot, or a report-writing application) to Truecast, it can use Truecast within the permissions you approve. It can read the client information and projections needed to answer your request, read client report content and charts if you allow it, save what-if scenarios, and prepare draft client records and proposed updates. Nothing it prepares changes a client's record or plan until a user reviews and saves or applies it in Truecast.

We store the connection record and hashed connection credentials. For each request our log records the tool used, the user and firm, the connection, the outcome, how long it took and when it happened. The log does not contain the content of the request or the result. Drafts, scenarios and notes that the assistant saves in Truecast are kept as part of the firm's client records. The rest of your conversation with the assistant is not sent to Truecast.

The AI assistant is provided to your firm by its own provider under your firm's agreement with that provider. The provider receives the results and handles them under your firm's settings and its own terms. Disconnecting stops further requests but does not delete results already in a conversation; use your AI provider's controls for those.

Truecast supplies its own report content and charts. Any extra wording or changes come from your AI app.

AI assistant connectionsPrivacy NoticeReadAI assistant connections and AI-prepared draftsTerms of Service, clause 10ReadData Processing AgreementPart of our TermsReadSecurity and data protectionSecurityRead

Help with a connection

Email support@truecast.co.uk and tell us which assistant you use.