Use the workspace's Billing page for its current subscription and usage. For publicly listed pricing, see Gemifi pricing.
Check the correct workspace
Open your user menu and confirm the selected workspace.
Select Billing in the sidebar.
Review the subscription status, included usage, active clients, and advisor seats shown for that workspace.
Use the available billing-management controls to review payment information or subscription options.
Pricing and included quantities can change. Review the live pricing, workspace terms, and checkout details before confirming a paid change. If they appear inconsistent, contact Chat with us before proceeding.
Adding a client or advisor
Client and active advisor/admin usage can affect billing. The platform can request payment details or show a confirmation before adding billable usage. Read the actual prompt instead of assuming the change is free.
See Add a client and Manage workspace users for the corresponding workflows.
Questions about a charge
Provide support with the workspace name, invoice date or reference, and the charge you want reviewed. Do not send full card details. For cancellation, proration, or plan changes, use the current billing controls and terms or ask support to confirm the applicable treatment.
Gemifi advisor workspace seats and client-portal invitations are different access concepts; review the usage shown in Billing for your subscription.