Truecast

ClaudeCommunityby Truecast

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.