Choose a PDF for a reviewed presentation or the client portal for enabled client-facing views.
Share a client deliverable
Save and review the intended trading plan.
Open the client → Reports → Client Deliverable.
Select the relevant plan comparison, tax, and cashflow sections.
Review the year, valuation, assumptions, and disclosure.
Export and inspect the PDF, then share it through your firm's approved channel.
Follow Configure a client deliverable for the complete configuration steps.
Share through the portal
Have an admin enable the client's portal access.
Open Plans → Build.
In Plan Library, use Send [plan name] to client portal.
Preview the portal and check the plan the client can see.
The plan library provides a stop-sharing control for shared plans. Primary plan status and portal sharing are separate controls; check both when changing the recommended plan.
Read compatibility notices before sharing. Planned ESPP sales currently have a client-portal report limitation shown by the sharing control.
Before the client meeting
Confirm the correct plan name, dates, quantities, prices, cash needs, tax estimates, and unresolved warnings. Explain assumptions that could change the result. Gemifi plan sharing does not place trades or establish that a broker has accepted a trading instruction.
For underlying spreadsheets and tax-review exports, see Download reports.