'%3e%3crect%20width='64'%20height='21'%20fill='%23b68534'%3e%3c/rect%3e%3crect%20y='21'%20width='64'%20height='22'%20fill='%231d3c52'%3e%3c/rect%3e%3crect%20y='43'%20width='64'%20height='21'%20fill='%233f9aa1'%3e%3c/rect%3e%3c/g%3e%3c/svg%3e){kind=small}
'%3e%3crect%20width='64'%20height='21'%20fill='%23b68534'%3e%3c/rect%3e%3crect%20y='21'%20width='64'%20height='22'%20fill='%232a5573'%3e%3c/rect%3e%3crect%20y='43'%20width='64'%20height='21'%20fill='%237fc0c4'%3e%3c/rect%3e%3c/g%3e%3c/svg%3e){kind=small}
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 with the AI assistant your firm already uses.
Truecast works with Microsoft 365 Copilot, Claude and ChatGPT. Ask in your own words. Truecast does every calculation, and nothing changes a client’s plan until someone in your firm confirms it.
Choose your assistant
Truecast works the same way in each one. Pick the assistant your firm already uses.
What you can ask
Once a plan is in Truecast, your assistant can update it, test ideas on it or look across every client you advise.
In Claude
Go into every review prepared
Seeing a client for their annual review? Ask your assistant where their plan stands. It reads the plan and saved scenarios from Truecast and sums up what to raise.
In Microsoft 365 Copilot
Update a plan after a review
Tell your assistant what changed, or share the new statement. Truecast drafts the update for you to check and apply.
In ChatGPT
Test a what-if
Ask what happens if a client retires earlier or gives more away. Truecast works it out and saves it as a scenario beside the plan. The client’s plan stays as it is.
In Claude
Check every client at once
Ask one question across every plan you look after, such as which clients have the most Inheritance Tax to pay.
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.
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.
Your firm stays in control
Everyone signs in as themselves
Each person connects with their own Truecast sign-in and approves the permissions asked for. There is no shared connection.
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.
Questions about AI assistants.
Something else? Email support@truecast.co.uk
Which AI assistants does Truecast work with?
Microsoft 365 Copilot, Claude and ChatGPT. We set up the connection for your firm during onboarding.
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.
Can your assistant change a client’s plan?
No. Your assistant can save a what-if scenario or a draft for you to review. A new-client draft becomes a client only when you save it. A client update changes the plan only when you apply it.
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.
Do you charge for AI?
No. Truecast makes no AI calls. Every figure comes from its cashflow calculation. Your assistant works under your firm’s own plan with its provider.
Where is client data stored?
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.
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.
Try Truecast with the assistant you already use.
Try Truecast with a demo firm, or book a call and we’ll show it working with your assistant.