Three wealth technology providers are taking aim at some of the most persistent problems in the advisory business: firms that don’t know what they’re worth, inboxes that sit outside the CRM, and heirs who walk away with their parents’ assets.
SEI has launched the SEI Pathfinder Portal, a practice management hub that combines firm valuation, succession planning, education and peer networking. FinTurk, a Chicago-based AI-native CRM for RIAs, has added an AI email tool called FinBox while removing AI usage limits on its top-tier plan. And Powerlytics, an alternative data provider based in Doylestown, Pennsylvania, has rolled out Family View, which maps the relatives of existing clients before inheritances change hands.
SEI – which manages, advises or administers about $2 trillion in assets – says its Pathfinder portal is built to serve advisors across the full life of a practice rather than only at the point of sale.
Through the portal, which sits alongside SEI's Growth Lab, Advisors can estimate their firm’s value and identify what drives it, build continuity and succession plans on their own timeline, and convert those findings into documented plans with measurable next steps. The portal also lets users research sensitive questions, share documents securely and anonymously screen potential partners before deciding whether to engage.
The pitch lands as the advisor workforce approaches a critical demographic cliff. Research by Cerulli estimates roughly a third of advisors will retire within 10 years, while another survey by Edward Jones found 58% lack a fully documented succession plan.
“For many advisors, the true value of their firm becomes clear only when a potential buyer comes forward. By then, many of the decisions that shaped that value have already been made,” said Shauna Mace, head of practice management and independent advisor solutions at SEI.
According to FinTurk, FinBox connects advisors’ Microsoft 365 or Gmail accounts to its platform, letting them read, search, sort and answer email in the same workspace where they handle clients, tasks and portfolios.
Messages link automatically to the correct client record, and the AI can draft replies using client account data, flag priority messages and recommend CRM updates or follow-up tasks. Advisors can also write inbox rules in plain language. Every AI-generated draft or action requires advisor approval before it executes.
FinTurk said it is also replacing the monthly AI credit on its Max plan with unlimited AI usage across the platform.
“We want advisors to take full advantage of what AI can do for their businesses without having to think twice about what it will cost them and their business,” said Mitchell Bratina, founder and chief executive of FinTurk.
Officially launched in May, FinTurk integrates with portfolio management, document management, productivity and communications platforms.
Interested advisors may request early access to FinBox through the FinTurk website.
Family View, powered by the TrueWealth data platform that Powerlytics launched in June last year, layers family-relationship mapping on Powerlytics’ income and investable-assets data. That data is built on government sources including the IRS and the Federal Reserve and covers every US household.
Designed for enterprise clients such as wealth managers, banks and wirehouses, the Family View tool helps firms identify who stands to inherit and reach them through planning conversations and targeted marketing.
For advisors and firms looking to help client households manage the $124 trillion wealth tsunami set to come by 2048, the stakes are large. Cerulli research has estimated more than 70% of heirs are likely to replace their parents’ advisor, and Fidelity estimates that advisors have contacted just 13% of their clients’ adult children.
“The biggest risk to a wealth firm isn’t losing a client, it’s losing the assets when that client passes them down,” said Kevin Sheetz, chief executive and co-founder of Powerlytics.
Matt Reed, the firm’s chief revenue officer, framed it as a visibility problem.
“Every wealth firm has a retention problem it can’t see: the heirs who will inherit their clients’ assets and take them somewhere else. You can’t keep a relationship you were never able to identify,” he said.
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