rAgent

All seed examples in one phone: 11 inbox requests, 7 plans, 8 pending approvals, 22 activity rows. Includes Whitfield, Caldwell, Delano, Pemberton, Halvorsen, Marlowe, and Ridgeline 401(k).

Every request

Every approval

All personal-trust and Ridgeline 401(k) examples from the seed. Approve and Return update badges and Activity.