Answers from the plan
Year-by-year figures, cashflow, estate and Inheritance Tax, the earliest retirement age and stress tests.
An alternative to CashCalc, Voyant and Dynamic Planner.
Prepare a plan on Truecast from the attached meeting notes.
- Meeting notes.docx
What works differently in Truecast
Each part does the job it is good at, so you can see where every figure in a plan comes from.
Starts from your meeting notes
Share your meeting notes with Microsoft 365 Copilot, Claude or ChatGPT and get a draft cashflow plan in Truecast, ready for you to review.
No AI in the numbers.
Truecast makes no AI calls. Every figure comes from its cashflow calculation.
Ask one question of every client.
Your assistant can check every plan you look after and rank the results: whose money runs short first, who faces the most Inheritance Tax, who has allowances to spare, or who holds bonds and trusts.
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.
Microsoft 365 Copilot, Claude or ChatGPT.
Your 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.
Try a change, save nothing
Before-and-after projections, a solved retirement goal, or the largest gift a plan can afford.
Ready for your review
Saved scenarios, new-client drafts you save, and client updates you apply.
One plan, every part of the client’s finances.
UK tax, pensions and allowances are built in, for one person or a couple. Rest-of-UK, Scottish and Welsh income tax are all covered.
What a plan can include
- DC and DB pensions
- Annuities and tax-free cash
- ISAs, GIAs and cash
- Offshore bonds and trusts
- Property and rental income
- Mortgages, including offset
- VCTs and company shares
- Protection and death in service
- Estate, wills and inheritance tax
- Later-life care costs
One price per user. Every feature included.
£129 per user a month. Plus VAT where it applies. Invoiced monthly. No minimum term.
One licence per person. Unlimited clients, and no setup fee.
Included for every user
- Draft plans from meeting notes, prepared by your AI assistant
- Full UK cashflow modelling, including trusts and offshore bonds
- Scenarios, comparisons, goal finder and stress tests
- Questions across every client
- Firm-branded Word reports and locked records
- A client portal in your brand
- Unlimited clients
- Onboarding and AI assistant setup
Your firm pays for its Microsoft 365 Copilot, Claude or ChatGPT plan separately, with that provider.
Questions from firms comparing tools.
Something else? Email support@truecast.co.uk
CashCalc, Voyant and Dynamic Planner are trade marks of their owners. Truecast is not connected with them.
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 shows the real Truecast pages with a fictional firm, Acme Wealth, and five synthetic clients.
Can we try Truecast first?
Yes. The read-only demo shows the real Truecast pages with a fictional firm, Acme Wealth, and five synthetic clients. Book a call to talk through anything more.
Is there a minimum term or a setup fee?
No. We invoice monthly, and you can leave with 30 days’ notice. There’s no setup fee.
Can we take our data with us?
Yes. You can download client data while you use Truecast, and ask for a full copy in a machine-readable format when you leave.
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.
Is Truecast authorised by the FCA?
We are a software company. We are not authorised or regulated by the Financial Conduct Authority, and we do not give financial advice to you or to your clients.
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.
Prefer email? support@truecast.co.uk