Case Study: Investment Technology Group achieves faster financial close and dynamic allocations with OneStream Software

Investment Technology Group - Customer Case Study

Investment Technology Group (ITG) is a global financial technology company serving brokers and asset managers. Faced with an unstable, hard-to-upgrade Oracle HFM/FDM environment, ITG struggled with downtime during critical periods, costly painful upgrades, and complex allocations that had to run outside the system—making the finance function slow and inflexible as business needs changed.

ITG migrated to OneStream for its unified architecture, guided workflow and built-in MarketPlace solutions, implementing the platform for global consolidation, reporting and real‑time allocations (with budget feeds from JD Edwards). The move delivered faster data loads, dynamic allocations that run in minutes instead of hours, a financial close shortened by 1–2 days per month, upgrades completed in about two hours, rapid user adoption and more responsive support.

Investment Technology Group

Wayne Zeiler

Director of Financial Systems