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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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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