eMoney Summit 2026

October 19-21, 2026 · Virtual

The eMoney Summit is the annual conference for advisors and firms using eMoney Advisor's financial planning platform. Running virtually removes the usual constraint on who can attend — paraplanners, associate advisors and operations staff who would never be sent to a national conference can join individual sessions, which tends to make the practical content better attended than the strategic content.

Who attends

Advisors, planners and operations staff at firms running eMoney, alongside eMoney product leadership and the integration partners in its ecosystem. The audience spans independent RIAs, broker-dealer advisors and enterprise wealth teams.

What's on the agenda

• eMoney product roadmap across planning, client portal and analytics

• Delivering financial planning at scale

• Client engagement through the portal and account aggregation

• Integrations with CRM, custodial and portfolio systems

Why aggregation is the recurring topic

eMoney's client portal is one of the industry's most-used aggregation surfaces, which means firms hit its edges early. Held-away accounts break their connections, alternatives never arrive through a feed at all, and the plan quietly drifts from the client's real balance sheet. Keeping a plan current is a data pipeline problem well before it is a planning one.

Milemarker is the data infrastructure layer for wealth management, unifying custodial, held-away and alternative data across 130+ systems including the major planning platforms.

Talk to us about your firm's data layer