Oxford Financial Group Teams with d1g1t to Enhance Digital Wealth Management Solutions

In an important development in the world of wealth management, Oxford Financial Group, Ltd.™ has announced a strategic partnership with d1g1t, a leading provider of wealth management technology. This collaboration aims to elevate the reporting and digital experience for ultra high-net-worth clients, ensuring the best possible service in an increasingly competitive market.

Oxford Financial Group, recognized as one of the largest independent registered investment advisory firms in the United States, will be leveraging d1g1t's cutting-edge institutional-grade enterprise wealth management platform. This platform integrates various financial accounts and investments into a singular, cohesive view, thus enhancing reporting and analytics. This transition promises to facilitate faster and more informed decision-making processes for clients whose portfolios can often be complex and multifaceted.

By opting for this advanced technological solution, Oxford Financial aims to bolster its capacity to manage intricate portfolios while simultaneously reducing the time spent on manual data management. This shift will provide advisors with more concentrated time to develop and nurture client relationships, thereby improving overall service.

“Our commitment at Oxford is to modernize our technological infrastructure in ways that scale and enhance efficiency while directly impacting the client experience positively,” comments Travis Armstrong, Senior Director of Technology at Oxford. “Collaborating with d1g1t allows us to optimize our reporting and portfolio management functions while minimizing the complications associated with data management. This enhancement ensures that our client interactions are not only insightful but also genuinely tailored.”

The partnership with d1g1t comes at a crucial moment as the expectations of wealth management clients evolve, increasingly requiring firms to blend traditional finance expertise with advanced technological support. D1g1t's platform provides an amalgamation of essential services including performance reporting, trading, and compliance, all within an integrated system designed to boost overall advisor productivity and enrich the client journey.

The technology powerhouse offers interactive and personalized digital portals that grant real-time access to vital information. This facilitates an empowering experience for both advisors and clients, allowing them to engage proactively with their portfolios and enhance communication.

To further refine the user experience, d1g1t's offerings include a seamless client portal and a mobile application, both of which come with white-labeling options. This means that Oxford can maintain its branding while delivering immediate portfolio insights and robust reporting capabilities to clients—accessible anytime and anywhere.

“I am thrilled to partner with Oxford as we further develop our presence in the multi-family office arena and expand the reach of d1g1t's advanced wealth management solutions,” says Dr. Dan Rosen, CEO and Co-founder of d1g1t. “Today's wealth management firms are under increasing pressure to provide rapidly accessible investment advice alongside dynamic digital experiences. In this context, a platform that offers reliable analytics and practical insights has become imperative.”

Established in 2025, the partnership is already yielding favorable results. Oxford Financial Group has made its mark by ranking in the InvestmentNews 2025 Top Independent High-Net-Worth Advisors list, overseeing more than $35 billion in assets under advisement. With an extensive team of 25 Managing Directors operating across seven locations, including Atlanta, Chicago, and Palm Beach, they have firmly positioned themselves as a leader in the advisory landscape.

As they forge ahead with their digital transformation, Oxford Financial Group and d1g1t are setting a new standard in the wealth management arena. By harnessing advanced technology, they are better equipped to meet the sophisticated needs of their clients today and well into the future. This partnership not only enhances the wealth advisory process but also lays the groundwork for sustainable growth and innovation, ensuring that both firms remain at the forefront of this critical industry sector.