Aaim

Help · Welcome back, Eleanor

aaim·e works for you —
and no one else.

aaim·e is a private intelligence trained on one account: yours. She holds nothing back from you, and gives nothing away without you. When a question needs a human, she walks Bethany in already knowing your situation — so you never have to explain yourself twice.

Trained only on youActs only on your wordNever shares without your say

aaim·e · listening

A model of one.

aaim·e trains solely on your accounts and your history. She isn't pooled with other members and never learns from anyone but you.

You hold the leash.

She can read what you permit and act only when you ask. No transfer, no disclosure, no message to a human happens without your explicit say-so.

Loyal by design.

Your data never leaves your circle. When aaim·e briefs a human, she shares only what you've cleared for that conversation -- nothing more.

Your aaim·e

A private intelligence · trained on you alone · since June 2024

Listening

Hi Eleanor. I sat with your statements today. Nothing unusual, but I set aside the Christie's appraisal note for you to look at before Monday. I haven't told anyone; it's here when you want it. Ask me anything, and I'll cite the exact account or document I'm reading from.

Last conversation · Apr 22: “pull last month's statement?”

What you've allowed

Read your accounts & statementsOn

Remember this conversationOn

Draft messages for your reviewOn

Brief a human when you askOn

Move money or place tradesNever

Share anything without your sayNever

When you want a person

Bethany L. · member services · with you since June

In office

Say the word and aaim·e hands Bethany a clean brief: what you're asking, the accounts involved, what you've already tried, so the conversation starts where you left off. Typically replies in 38 minutes during market hours.

Topics6

Accounts & balances

Linking, syncing, why a balance looks off, and how appraised assets are valued.

14 articles

Pledges & repayment

How a pledge is recorded and released, and why your lender (not Aaim) handles draws and paydown.

11 articles

Pledging & the credit line

How collateral is valued, advance rates by asset class, and reading covenant ratios.

9 articles

Security & sign-in

Two-step setup, recovery, trusted devices, and what to do if a device is lost.