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Account Access

Financial Professionals:

Join our Financial network

Request a Proposal

Please complete the form below and click "Submit". A RiversEdge representative will respond shortly with your customized proposal. Keep in mind that your information is confidential and will not be distributed or shared with any third parties or outside organizations. Note that bold fields are required.

Plan Information
Financial Partner Information

If you wish to see any revenue sharing or mutual fund servicing estimates as part of this proposal, please send as thorough information as possible on the expected investment details to ProposalRequests@RiversEdgeRet.com.

Request a Proposal

To receive a customized proposal, click here.

Request a Demo

To get a personalized demo of our solution, click here.