Getting Started
Create a trading plan for a client
29 articles
- Invite a client to the portal and control what they see
- Record completed equity sales and exercises
- Add and update a client's income
- Add and review a client's equity
- Add a company and review planning assumptions
- Add a client and complete their profile
- Start here: your first client workflow in Gemifi
- Adding a client to your Gemifi account
- Adding a company to your Gemifi account
- Adding a client's income
- Adding a client's equity
- Creating a client's trading plan
- Reviewing cashflow for a client
- Monitor and review unconfirmed actions
- Reviewing taxes for a client
- Sharing a trading plan with a client
- Reports to help prepare for taxes
- Understanding Equity Compensation Types in Gemifi
- Advanced Guide to Incentive Stock Options (ISOs) in Gemifi
- Advanced Guide to Non-Qualified Stock Options (NQOs) in Gemifi
- Advanced Guide to Restricted Stock Units (RSUs) in Gemifi