Create your Primehold account

Adviser plan · 14-day trial · nothing billed until it ends

Firm plan

£199 / month · up to 100 clients · 5 adviser seats

Change the plan

Your details

Your name

Work email

Password

Your firm

Your firm's legal identity, for billing and for your agreement with us. When you manage a client's portfolio you act on the client's behalf: the client is the data controller and Primehold is the processor. Add the registered details now or later in settings.

Firm name (as shown in Primehold)

Legal entity name (optional)

Company number (optional)

Registered office (optional)

I accept the Terms of Service and the Privacy Policy, including the data-processing terms: your clients are the data controllers of their portfolio data, Primehold is the processor, and your firm acts on their behalf.

We will email a link to confirm your address, then secure payment by Stripe. 14-day free trial, then £199 billed monthly. Cancel any time.

See how we protect client data