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Features

Everything your firm needs for cashflow planning.

From the first meeting to the client’s report. Your assistant prepares the drafts, Truecast calculates every figure, and you decide what reaches the client.

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Start from the meeting

Draft a new client from the fact-find.

Share your meeting notes with your assistant and it drafts the plan in Truecast. You review the draft, then save it as a client or discard it.

  1. Assistant

    Drafts

  2. You

    Review

  3. You

    Save or discard

The same works for an existing client: your assistant drafts a factual update, and only you can apply it.

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

Illustrative projection, not a forecast or a personal recommendation.

Model the full picture

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.

  • 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
Pensions and properties

Illustrative projection, not a forecast or a personal recommendation.

Test the options

See what changes before you advise.

Save what-ifs beside the base scenario and compare them side by side. The client’s plan stays as it is until you choose otherwise.

Success rate96%
Successful paths955 of 1,000 paths
Typical shortfall ageUsually age 93

Illustrative projection, not a forecast or a personal recommendation.

Across your book

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.

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. Margaret Clarke+£277,000
  2. David Robinson+£244,000
  3. Sam Walker+£143,000

2 clients have no estate planning set up yet, so they are not ranked.

Acme Wealth · 5 clients checkedRanked by extra Inheritance TaxOpen the clients

Illustrative projection, not a forecast or a personal recommendation.

Reports and records

Beautiful reports, finished in minutes.

Truecast does the figures and the branding. Add any additional commentary in Word and send it to your client.

Your firm’s report

Your branding and report text, with optional estate, tax and stress-test sections.

Lock as a record

A locked scenario keeps its saved figures and is never recalculated.

David and Sarah · Reports

Annual review2 scenarios · Estate · Tax · Stress testsGenerate againRetire at 57 · Locked1 scenario · EstateGenerate againBase scenario1 scenario · TaxGenerate again

Illustrative projection, not a forecast or a personal recommendation.

Client portal

Share the plan with your client, in your brand.

Invite a client by email and they sign in to see the version of their plan you publish. Your work in progress stays private, and nothing the client does can change the plan.

What they see

Their overview, Roadmap chart, the scenarios you include, and their inputs and assumptions.

Check before you publish

Preview exactly what your client will see.

Their own login

One for each partner, with an email link or a passkey.

Your firm in control

See who viewed what. Remove access and it ends at once.

See the client view in the demo

Your assistant

Microsoft 365 Copilot, Claude or 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.

Read

Answers from the plan

Year-by-year figures, cashflow, estate and Inheritance Tax, the earliest retirement age and stress tests.

Preview

Try a change, save nothing

Before-and-after projections, a solved retirement goal, or the largest gift a plan can afford.

Draft

Ready for your review

Saved scenarios, new-client drafts you save, and client updates you apply.

Your assistant does the reading and drafting (via MCP)

Built for firms

Access by firm and role.

Each person sees the clients their role allows, and your firm sets the assumptions every plan starts from.

Roles

Firm admin, adviser and paraplanner. Paraplanners are linked to the advisers they support.

Sign-in

Microsoft 365, passkeys or an email link. Invite colleagues by email.

Firm assumptions

Risk levels, inflation, cash return and care costs, set once for the firm.

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. Read about security

All features

Everything in Truecast, in one list.

Every feature is included for every adviser.

Every Truecast feature, grouped by area, with what each one does.
FeatureWhat it does
Start from the meeting
Drafts from meeting notesShare your meeting notes with your assistant and it drafts the plan in Truecast.
Review before savingYou review the draft, then save it as a client or discard it.
Updates for existing clientsYour assistant drafts a factual update, and only you can apply it.
Update balancesRecord a client’s latest balances so the plan starts from today.
Model the full picture
Individuals and couplesPlan for one person or a couple in one plan.
UK tax built inUK tax, pensions and allowances are built in, for one person or a couple. Rest-of-UK, Scottish and Welsh income tax are all covered.
DC and DB pensionsDefined contribution pots and defined benefit pensions in the same plan.
Annuities and tax-free cashModel buying an annuity and taking tax-free cash.
ISAs, GIAs and cashTax-wrapped and taxable savings, and cash accounts.
Offshore bonds and trustsOffshore bonds and trust holdings alongside the client’s other assets.
Property and rental incomeHomes and other property, with any rent they bring in.
Mortgages, including offsetRepayment and offset mortgages against the client’s property.
VCTs and company sharesVenture capital trusts and shares in the client’s company.
Protection and death in serviceLife cover and death in service benefits.
Estate, wills and inheritance taxWho inherits what, and the Inheritance Tax due.
Later-life care costsAllow for the cost of care later in life.
Firm assumptionsRisk levels, inflation, cash return and care costs, set once for the firm.
See the plan
OverviewThe client’s plan at a glance.
Roadmap chartView a client’s roadmap projection.
TimelineView a client’s year-by-year projection.
HistoryView a client’s net worth over time.
Plan dataInspect the inputs, results and calculations behind a client’s plan.
Test the options
ScenariosSave what-ifs beside the base scenario. The client’s plan stays as it is until you choose otherwise.
ProjectsGroup what-ifs for a review, up to 10 scenarios in each.
CompareCompare a client’s base scenario and saved scenarios side by side.
Goal finderWork backwards from a target. The base scenario stays unchanged.
Live editorExplore changes without changing the client’s base scenario.
Market crashStress test a client’s plan against a one-year market drop.
Stress testTest a client’s selected plan against different market paths.
Across your book
Questions across every clientYour assistant can check every plan you look after and rank the results.
Ranked answersWhose money runs short first, who faces the most Inheritance Tax, who has allowances to spare, or who holds bonds and trusts.
Reports and records
Your firm’s reportYour branding and report text, with optional estate, tax and stress-test sections.
Word documentsTruecast does the figures and the branding. Add any additional commentary in Word and send it to your client.
Report historyReports generated for a client, and Generate again.
Lock as a recordA locked scenario keeps its saved figures and is never recalculated.
Client portal
What they seeTheir overview, Roadmap chart, the scenarios you include, and their inputs and assumptions.
Check before you publishPreview exactly what your client will see.
Their own loginOne for each partner, with an email link or a passkey.
Your firm in controlSee who viewed what. Remove access and it ends at once.
Your assistant
Microsoft 365 Copilot, Claude or ChatGPTYour assistant does the reading and drafting. Truecast does every calculation.
Answers from the planYear-by-year figures, cashflow, estate and Inheritance Tax, the earliest retirement age and stress tests.
Try a change, save nothingBefore-and-after projections, a solved retirement goal, or the largest gift a plan can afford.
Ready for your reviewSaved scenarios, new-client drafts you save, and client updates you apply.
Your team approvesAn assistant can prepare drafts and scenarios. Someone in your firm reviews and confirms any change to a client’s plan.
Built for firms
RolesFirm admin, adviser and paraplanner. Paraplanners are linked to the advisers they support.
Sign-inMicrosoft 365, passkeys or an email link. Invite colleagues by email.
Access by firm and roleEach firm has its own workspace, with role-based access and an audit trail of changes.
EU data storageDatabases 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.
Two client-data subprocessorsCloudflare hosts Truecast. Microsoft Azure stores our encrypted offsite backups.
Your choice of AI assistantTruecast makes no AI calls and never trains AI on client data. Any assistant your firm connects works under your agreement with its provider.

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.

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