Computer-use agents for investment operations

The agent-native way to run your operations.

Agents that operate the portals, desktop apps, and PDFs your team already runs. A human approves anything final.

Get started

zomma · operations desk3 agents running

Exception 1 of 1. Custody shows $14,200 pending cash not posted to the ledger. Post the entry?

ReviewApprove

every step · every decision · recorded

Built by a team from

01 · Coverage

It works where your work lives.

The systems that run your back office were never built to talk to each other. Our agents operate them anyway, the way your team does today.

Schwab Advisor CenterPortal

Fidelity WealthscapePortal

Pershing NetX360Portal

Prime broker sites2FA

Fund admin portalsNo API

Transfer agentsNo API

Schwab Advisor CenterPortal

Fidelity WealthscapePortal

Pershing NetX360Portal

Prime broker sites2FA

Fund admin portalsNo API

Transfer agentsNo API

Advent GenevaDesktop

BloombergTerminal

ExcelDesktop

OutlookEmail

Fillable PDFsDocument

DocuSignWeb app

Advent GenevaDesktop

BloombergTerminal

ExcelDesktop

OutlookEmail

Fillable PDFsDocument

DocuSignWeb app

no integrations · no API project · no vendor waitlist

02 · Your agent team

Stop re-keying. Start reviewing.

Agents handle the downloads, re-keying, and tie-outs before your team opens the file. Your team keeps the judgment calls.

Reconciliation Agent

Pulls positions and cash across custodians, ties out against the fund admin, and holds every break for your review.

Daily · month-end

Reporting Agent

Assembles month-end and investor packs from portals and PDFs. Every figure traced back to its source document.

Month-end · quarterly

Onboarding Agent

Runs KYC checks and account opening across systems, and escalates anything ambiguous to a person.

On demand

03 · What changes

What your team gains.

04 · Built for trust

Approval-gated.
Fully logged.

Your controls stay your controls. The agents work inside them.

Human approvalon anything final

Decisions recordednot just actions

Vaulted credentialsagents never see them

2FA stays humana person clears it, logged

Zero retentionzero training, in writing

Single-tenantSOC 2 in progress

05 · Use cases

The back-office work it runs end to end.

OnboardingClient onboarding automationExtracts client data from intake documents and fills the CRM, custodian, and carrier portals. Stops one click before submit.ComplianceCompliance automationCross-system periodic reviews on schedule: ADV amendments, KYC refresh, IPS drift, and Reg BI logging, kept in an append-only audit log.ReconciliationReconciliation & reportingReconciles custodian files against portfolio accounting before anyone is at their desk. Quarterly client packets, billing files, 1099 recon.

See every workflow we run

06 · For developers

Give your agent a computer.

Plug Hermes, Claude, or your own agent into our API. It operates real software across any app, clicking, reading, typing.

# give any agent a computer

computer = zomma.Computer()

agent.attach(computer)

agent.run("reconcile the May statement")

→ read Statement.pdf · checked Ledger.xlsx

⏸ flagged $14,200, awaiting approval

Forward-deployed · Enterprise

Scale your operations. The same team, multiplied.

We forward-deploy with your team, map your exact workflows, and hand over agents that already do the job, running in your systems.

See how we deploy