Empowering Advice Through Technology 27

The technology agenda for advice firms planning their next three years

One day. One room. The keynote, four plenaries and the tech that will shape how you advise between now and 2029.

EATT is the UK conference built for financial advisers who want to know what technology actually changes about running an advice business – not what it promises to change.

Now in its 8th year, EATT brings together advisers, paraplanners, platforms, providers and the people building the next generation of adviser technology. The 2027 programme looks squarely at the period ahead: how advice firms stay personal in an AI-driven market, how tech shapes what a firm is worth when its founder steps back, where platforms are heading, and what replaces the adviser website.

Every session is framed around the three things that decide whether technology is worth the investment: Adviser Experience (AX), Business Experience (BX) and Client Experience (CX).

Who should attend

EATT 2027 is built for:

Financial advisers and planners deciding where to invest next
Firm owners and founders thinking about growth, succession or sale
Operations and technology leads responsible for making the stack work
Paraplanners who live with these systems every day
Platforms, providers and AdviceTech firms who need to understand where advisers are heading

What you will leave with

A clear view of how the advice market is likely to change through to 2029
Practical detail on what “future ready” looks like in firms already doing it
An understanding of how your technology choices affect your firm’s value
A shortlist of software worth evaluating, and the contacts to take it forward

EATT27 – CONFERENCE AGENDA

Keynote: The Evolution of Financial Advice: 2027–2029, how will the market change?

Ian McKenna opens the day with FTRC’s view of where advice is heading over the next three years, drawing on early findings from the 2027 Adviser Technology Benchmarking Programme.

Providing personalised, human advice in an AI-driven world
Addressing multi-generational (not just intergenerational) financial advice
Making advice “ever present”
Key emerging trends in adviser tech use, with early highlights from our 2027 Adviser Technology Benchmarking Programme
What AdviceTechs, platforms and insurers need to know and understand

Plenary 1 — Financial Planning: The Next Generation

What the leading firms are building now, and what it is returning.

How will emerging systems change advisers’ tech stacks?
What are leading-edge, smarter advice firms doing to become “future ready”?
What new services are driving the most return on investment?

Plenary 2 — Achieving Better Founder Exits

Your technology decisions today are part of your valuation tomorrow. This session looks at what buyers actually pay for.

How tech can maximise a firm’s exit value
The key services to focus on to optimise firm value when founders exit
To tech-enable or not? Can you leave it to the buyer to do the tech enablement?
How does who you use for your technology influence buyers?

Plenary 3 — Smart Platforms

Where the platform market is moving, and what that means for the assets you place and the work it takes to place them.

Where is the platform community moving?
What are the key trends in operational efficiency?
Is a model C platform emerging?
How to move more assets, faster, with less compliance burden

Plenary 4 — Life After Websites

The traditional website emerged in the late 1990s. Some predict it will be gone by 2030. So what should you be building instead?

What you need to be building today to replace the traditional website
Achieving a true digital relationship with clients while maintaining the human one
How to make LLMs find and recommend your firm
What will make you the first place clients look for any financial question

Battle of the Tech

Eight minutes. No slides full of corporate wallpaper. Just the product.

After each plenary, a block of Battle of the Tech demos puts software providers on the clock. Each has eight minutes to show what their proposition does and convince you it is worth a conversation.

It is the fastest way we know to see a broad sweep of the market in a single day – and to work out which stands are worth your time in the networking breaks that follow.

Demos run in blocks after every plenary session, so the day alternates between the strategic picture and the tools that deliver it.

The exhibition and networking

The exhibition runs throughout the day, with extended breaks built in so that conversations that start in a demo can finish properly on a stand. Every provider demonstrating on stage is exhibiting, so you can go straight from an eight-minute pitch to a proper question about integration, pricing and implementation.

[Refreshments, lunch and a drinks reception are included in your ticket.]

EMPOWERING ADVICE THROUGH TECHNOLOGY 2026 – event recap

Click Here to view 2026 'Battle of the Tech' demos

Click Here to view Ian's 2026 Keynote

Click Here to view 2026 Conference Sessions

EATT2026 Highlights Video

EMPOWERING ADVICE THROUGH TECHNOLOGY TESTIMONIALS

26-02-13 EATT26 testimonial (Charlotte Taylor-St Ruth)

26-02-13 EATT26 testimonial (Ben Wright)

26-02-13 EATT26 testimonial (Zac Patterson)

26-02-13 EATT26 testimonial (Marina Herbert)

26-02-13 EATT26 testimonial (Ellie Gough)

WHAT TO EXPECT AT AN EATT EVENT

EATT conferences combines:

Keynote address — Setting the scene with a forward-looking perspective on technology and the future of financial advice.
“Hot topics” plenary sessions — A programme of sessions exploring the areas that matter most to adviser firms right now, from regulation and efficiency to client experience and growth.
Battle of the Tech demos — A series of fast-paced, live 8-minute demonstrations showcasing leading-edge technology that can transform advice businesses. This is EATT’s signature feature — and not to be missed.
Exhibition space — Meet and talk directly with a host of software vendors, discover new products, and get your questions answered face to face.
Networking opportunities — Connect with peers, share experiences, and build relationships with fellow advisers and industry experts throughout the day.

DETAILS OF EMPOWERING ADVICE THROUGH TECHNOLOGY 2027 SPONSORS COMING SOON

Press coverage from EATT 2026

FT Adviser – Advisers want to use platforms which integrate well with other tech

FT Adviser – If Tesla can unify its technology, why can’t financial advisers?

FT Adviser – Should advisers build their own systems, buy them – or both?

FT Adviser – Paraplanners are already seeing jobs being lost to the AI note taker

Money Marketing – Advice firms’ lack of focus on cybersecurity is ‘worrying’

Money Marketing – Existing advisers ‘might only see 10%’ of £6trn Great Wealth Transfer

Professional Paraplanner – Defaqto looks to bring Unity to advice firm tech stacks

Professional Paraplanner – Paraplanners must use AI to their advantage

Professional Paraplanner – Paraplanning & AI: excerpts from EATT 2026

Press Coverage from EATT2025

FT Adviser	Cyber criminals are actively targeting financial advisers – FTAdviser
FT Adviser	How adviser technology can help your client know themselves – FTAdviser
FT Adviser	‘Paraplanners should not fear for their jobs because of AI’ – FTAdviser
FT Adviser	Consumers will pay for advice – but you need to do it differently – FTAdviser
Money Marketing	Paraplanners ‘should not worry’ about AI replacing them
Money Marketing	‘The dinosaurs of the platform industry will go extinct’ \| Money Marketing
Money Marketing	AR, VR and ER have ‘huge potential’ to transform financial advice
Money Marketing	Plannr and Seccl launch first phase of CRM integration \| Money Marketing
Money Marketing	The Morning Briefing: Platform dinosaurs will go extinct; decline in DA applications \| Money Marketing
Professional Adviser	Financial advisers neglecting cybersecurity at their own risk
Professional Adviser	AI will not replace paraplanners even as ‘traditional’ roles change
Professional Adviser	‘Dinosaurs go extinct’: Former Progeny CTO warns platforms must evolve or die
Professional Adviser	Advice firms called to ‘create tech team’ to fully embrace AI
Professional Paraplanner	Paraplanners must use AI to their advantage – Professional Paraplanner