Computer-use AI agents for investment operations that automate reconciliation, reporting, onboarding, and compliance across existing portals and desktop apps.
Zomma deploys secure AI agents that operate investment operations software—portals, desktop apps, and PDFs—the same way a human team member would, with human approval required before anything is submitted. Agents handle reconciliation (pulling positions and cash across custodians), monthly and investor reporting, KYC and account onboarding, and compliance periodic reviews. Every action is logged with full source context and an immutable audit trail. Credentials are vaulted and 2FA remains human-cleared. Zomma is a product of Zomma.