HOLD Asset Management + Kodesage

The Challenge

The Hold team faced the classic yet critical challenge of keeping technical documentation up to date with their ever-evolving codebase.

With a lean IT team supporting a large team of fund managers and business analysts, there was a growing need for efficient knowledge transfer across developers, analysts, and support teams, and a growing need for efficient knowledge transfer across developers, analysts, and support teams, they needed a solution.

For Gábor Sándor, Director of IT at Hold Asset Management, the daily grind of updating system documentation was more than just a nuisance, it was a drain on valuable engineering time.

One of our key challenges was understanding our legacy PowerBuilder system, where limited internal expertise and scarce documentation made knowledge transfer difficult,” Gábor explains. “At the same time, we had to ensure that system documentation kept pace with frequent source code changes, especially in areas like database structures, the Java backend, and the Angular frontend.

Manually updating documentation across multiple codebases proved inefficient, and onboarding new team members often required additional developers just to help them understand the codebase. The situation became even more complex with legacy systems like those built on PowerBuilder, where institutional knowledge was dwindling.

The Solution

Hold Asset Management partnered with Kodesage to introduce an AI-powered approach to source code understanding and documentation.

The team began by piloting the solution across its modern stack, covering databases, Java, and Angular components, and later extended the test to legacy systems. Kodesage’s on-premise hosting option provided a secure and compliant path to adopting AI, aligning with the strict privacy and regulatory requirements of the asset management industry. 

We were pleasantly surprised to find that Kodesage’s solution worked just as effectively with our older PowerBuilder applications. This flexibility is crucial for us.

By automating the generation and updating of system documentation, the company could eliminate the need for additional developer hours solely dedicated to interpreting code which led to a reduction in operational costs. 

Looking Ahead

Hold Asset Management’s long-term strategy includes making Kodesage a central tool not only for developers but also for non-technical stakeholders.

Inspired by the success of documentation automation, the team is now also exploring how Kodesage could be used to generate unit tests directly from source code. 

We’re excited to see whether unit tests can also be generated from the codebase with Kodesage. If successful, this will significantly speed up our CI / CD process.

By enabling self-service access to technical understanding, the Hold team plans to foster a more autonomous and efficient internal workflow.