Events & speaking
Plannex Live, July 2026. Plus highlights from recent conferences, demos, and awards.
Next event, Plannex Live, July 2026
Come see the Advice Engine in action, meet the team. We'd love to see you there.
Focus has a long history of contributing to the financial advice technology conversation, through conference presentations, panel discussions, awards ceremonies, and hands-on product demos.
Our team regularly appears at events including Systems in the City, Protection Review, Money Marketing Interactive, and specialist wealth management forums. We use these opportunities to share what we have learned about building advice technology that works for real people, and to demonstrate the platform in action.
Recent events
Conferences and industry events where Focus has presented, demonstrated, and sponsored.
EATT 2026, Sponsor
January 29, 2026 at The Pullman Hotel, Euston Road, London NW1 2AJ (8:30 AM – 6:30 PM). Focus sponsored the Empowering Advice Through Technology conference, featuring live demos of the Advice Engine, digital onboarding, and modular API-first systems. advisersoftware.com/eatt
PFS Annual Conference 2025
Focus participated in the Personal Finance Society Annual Conference 2025, showcasing our advice technology platform and Consumer Duty compliance solutions to financial planning professionals across the UK.
EATT 2025
Empowering Advice Through Technology conference, January 2025, London. Focus presented and demonstrated the Advice Engine, showing how configurable, API-first technology is transforming the advice process.
Plannex July 2026, Upcoming
Our next event. Focus will be exhibiting at Plannex Live in July 2026. Visit plannex.co.uk/live for details. We would love to meet you there.
Systems in the City, Customer Choice Award
In November 2024, Focus won both the Customer Choice Award and Best in Show at the Systems in the City Financial Technology Awards — the financial services industry's premier technology recognition event.
The Customer Choice Award is voted for by practitioners in the industry — the people who actually use and evaluate advice technology platforms every day. It is the award we are most proud of because it reflects what our customers think of the software, not just what a panel of judges decided.
It is validation of our approach: build technology that genuinely helps advisers do their jobs better, and the recognition follows.
Watch & learn
Selected video content from recent events and product demonstrations.
Advice Engine walkthrough
A guided tour of the Focus Advice Engine, showing how advisers navigate from client onboarding through fact-finding, risk assessment, recommendations, and suitability letter generation.
Digital Client Engagement demo
See how firms extend their advice proposition directly to end clients. White-labelled journeys that integrate with existing systems and give clients a modern, self-service experience.
Configuration in action
How Focus's configuration-first approach lets firms tailor every aspect of their advice journey without writing code, from field layouts to business rules to compliance workflows.
API integration overview
A technical walkthrough of Focus's 23 public API domains and 633 endpoints, showing how firms integrate the Advice Engine with their existing technology estate.
Want to see it in action?
We are always happy to arrange a product demonstration tailored to your firm's specific requirements, or to discuss speaking opportunities at your event.