Oxford Financial Selects d1g1t to Power Next-Gen Wealth Management for Ultra-High-Net-Worth Clients

29 September 2025 | Monday | News

Partnership brings d1g1t’s institutional-grade platform to one of the largest U.S. RIAs, enabling streamlined data integration, enhanced reporting, and a more interactive, insight-driven client experience.
Picture Courtesy | Public Domain

Picture Courtesy | Public Domain

d1g1t, a leading enterprise wealth management technology provider, announced that Oxford Financial Group, Ltd., one of the largest independent registered investment advisory (RIA) firms in the U.S., has selected d1g1t's institutional-grade enterprise wealth management platform.

By adopting d1g1t's advanced platform, Oxford Financial will be able to seamlessly aggregate clients' financial accounts and investments into a single, consolidated view. This integration aims to enhance reporting and analytics, enabling faster, data-driven decision-making for the firm's ultra-high-net-worth clientele.

This partnership endeavors to strengthen Oxford's ability to manage complex portfolios while reducing time spent on manual data management processes, allowing the firm to focus more deeply on cultivating client relationships.

"At Oxford, we are committed to modernizing our technology stack in ways that deliver both scale and efficiency, while directly enhancing the client experience. Partnering with d1g1t allows us to streamline reporting and portfolio management, reduce the friction of data management, and provide a more interactive and insightful digital experience for our clients," said Travis Armstrong, Senior Director, Technology & Private Market Operations at Oxford. "This investment positions the firm to meet the growing expectations of families across generations, while equipping our advisors to focus on what matters most, delivering bespoke wealth strategies and sustaining the trusted relationships that define Oxford."

Powered by institutional-grade analytics, d1g1t's enterprise wealth management platform delivers a fully integrated solution with seamless workflows across performance reporting, portfolio management, trading, billing, and compliance. Its interactive advisor and client portals provide real-time access to critical information, empowering advisors to boost productivity while elevating the overall client experience.

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