SEI Introduces Pathfinder Portal to Support and Strengthen Advisor Planning Across Business Lifecycle
PR Newswire•22/10/2026•09:00 ET
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Key Highlights
- ➤SEI (SEIC) launches Pathfinder Portal for advisor business planning
- ➤Portal offers valuation, succession planning, education, networking, and secure communications
- ➤Approximately one-third of advisors plan to retire within the next 10 years
- ➤58% of advisors lack a fully documented succession plan
- ➤SEI manages, advises, or administers approximately $2 trillion in assets
Expert Statements
Shauna Mace, Head of Practice Management and Independent Advisor Solutions at SEI
“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. The SEI Pathfinder Portal helps advisors understand the business they are building today, identify opportunities to strengthen it, and plan proactively for growth, continuity, and ownership transitions.”
Shauna Mace, Head of Practice Management and Independent Advisor Solutions at SEI
“Our goal is to help advisors make informed, deliberate decisions at every stage of their firm's lifecycle. With greater clarity and earlier planning, advisors can move forward with confidence, maintain control, and preserve the ability to choose what comes next.”
SEI Introduces Pathfinder Portal to Support and Strengthen Advisor Planning Across Business Lifecycle PR Newswire
New Portal Offers Valuation Tools, Succession Planning, Education, and Networking in Advisor-Controlled Experience
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