Case study · InvestmentIN PRODUCTION

Redemptions — fee calculation.

Exit fees derived from the contracts themselves, calculated in seconds.

The problem

When a client sells an asset, the back office must calculate the exit fee from the signed contract's parameters. Done by hand it was slow and error-prone — and it was holding up the sales department.

The solution

Two automations: an AI agent read through all the contracts and derived the fee formulas; the second applies those formulas on demand. A calculation that took hours now takes seconds.

The result
  • Fee calculation cut from hours to seconds
  • No more searching contracts by hand
  • Consistent, auditable calculations across all funds
"A contract and a calculator became a single click."FROM THE PRODUCTION DEPLOYMENT