How many licences do we need?+
One for each person in your firm who uses Truecast. Your clients use the client portal at no extra cost.
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.
Is there a limit on clients?+
No. Each adviser can have as many clients as they need.
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.
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.
Book a call
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.
Read about security
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.