Gemifi

How to add a new client to your Gemifi account

Adding a client to your Gemifi account

Add and save companies that can be selected across all clients

Adding a company to your Gemifi account

How to add income for a client to their profile

Adding a client's income

How to add equity for a client to their profile

Adding a client's equity

How to create a trading plan from your client's income and equity

Creating a client's trading plan

How to review a client's cashflow before creating a plan

Reviewing cashflow for a client

Manually review and confirm when future vesting actions enter their due date

Monitor and review unconfirmed actions

How to review a client's taxes before creating a plan

Reviewing taxes for a client

Sharing a trading plan with a client

Download reports for year end planning or preparing a client’s tax return

Reports to help prepare for taxes

Learn about the three types of equity compensation Gemifi supports — RSUs, ISOs, and NQOs — including how each works, tax implications, and how Gemifi helps advisors manage them.

Understanding Equity Compensation Types in Gemifi

A deep dive into ISO mechanics in Gemifi — covering AMT calculations, dual basis tracking, qualified vs. disqualified dispositions, trading plan constraints, early exercise, and advanced tax optimization strategies.

Advanced Guide to Incentive Stock Options (ISOs) in Gemifi

A deep dive into NQO mechanics in Gemifi — covering bargain element taxation, cashless exercise, same-day sale scheduling, withholding calculations, and how NQOs differ from ISOs in trading plan optimization.

Advanced Guide to Non-Qualified Stock Options (NQOs) in Gemifi

A comprehensive deep dive into RSU mechanics in Gemifi — covering vesting, withholding calculations (32% default rate), vest code tracking, FIFO allocation for sales, short-term vs. long-term capital gains, and…

Advanced Guide to Restricted Stock Units (RSUs) in Gemifi

Getting Started

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