SEI, d1g1t enhance managed account offerings

Two investment platforms have unveiled updates to their managed account offerings, targeting advisors looking for enhanced flexibility and efficiency in portfolio management.

SEI Investments introduced a new suite of separately managed account strategies, including SEI-managed options and third-party offerings from AllianceBernstein, Loomis Sayles, and Parametric Portfolio Associates.

The company highlighted the growth potential of SMAs, which posted a 24.4 percent growth rate over the past year based on Cerulli research, as a key driver for expanding its managed account solutions program.

“We continue to integrate in-house expertise with premier third-party investment managers who share our commitment to innovation,” Jim Smigiel, SEI’s chief investment officer and head of the investment management unit, said in a statement on Monday. “We believe these offerings will provide advisors with robust options to help their clients achieve long-term financial success.”

The new SEI lineup spans equity and fixed income strategies, including tax-aware fixed income offerings from AllianceBernstein and Loomis Sayles, custom equity solutions from Parametric, and systematic strategies managed in-house. These solutions are aimed at supporting mass-affluent, high-net-worth, and ultra-high-net-worth investors.

“SEI’s ongoing commitment to enhancing the advisor experience aligns with the complexities of modern wealth management,” said Erich Holland, head of client experience for SEI’s advisor business.

Meanwhile, d1g1t has enhanced its own enterprise wealth management platform with a new trading unified managed accounts framework. The framework enables portfolio managers to subdivide custodian accounts into sleeves, each tied to specific SMA models, allowing for targeted allocation strategies among high-net-worth and UHNW advisory firms.

Among other features, d1g1t's framework includes capabilities for bulk rebalancing, performance tracking at multiple levels, and support for client-specific trading restrictions.

“With today’s product release, we are introducing a new level of efficiency and cost savings for our clients,” Benoit Fleury, chief product officer and co-founder of d1g1t, said Tuesday. “This innovation reaffirms our commitment to delivering cutting-edge trading solutions that empower RIAs, multi-family offices, and broker-dealers to dedicate more time to serving clients and scaling their businesses.”

Both firms emphasized their focus on delivering tools to help advisors balance client personalization with operational efficiency, addressing the growing demand for managed accounts.