Oxford Financial Group, Ltd.

The Oxford Eye Portal provides an intuitive financial dashboard of your finances. Access your Document Vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app.

TOP FEATURES · Interactive dashboard showing your investments, including their current value, portfolio allocation and current and historical performance · Your consolidated holdings · Your accounts on an individual level · Your private market investments including capital calls or distributions · Your quarterly reports and other documents that your Oxford service team uploads to your secure Document Vault · Contact information for your Oxford service team