Overview
Connect Truecast to Claude so UK financial advisers can work with the client plans they are authorised to see. Ask about cashflow, retirement timing, Inheritance Tax and what-if changes. Your assistant does the reading and drafting. Truecast does every calculation. Nothing changes a client’s plan until someone in your firm confirms it. It cannot move money or provide financial advice. For Truecast customers only. Contact us to set up a firm. Connect from a business or enterprise AI workspace, such as Claude Team or Enterprise.
