Platform Features

Everything advisors need for equity planning in one place.

Gemifi helps your team move from raw holdings data to defensible, client-ready recommendations without jumping across tools.

Import & normalization

Consolidate holdings, grants, and vesting data from connected systems into one advisor-facing source of truth.

Compare exercise and sale strategies across pricing, timing, tax exposure, and concentration assumptions.

Turn analysis into polished outputs clients can understand, revisit, and use for implementation decisions.

What changes for the team

Less prep friction

Fewer manual handoffs and spreadsheet merges before meetings.

More consistent decisions

Standardized scenario frameworks across every advisor.

Higher client confidence

Clear rationale and documentation for each recommendation.

Ready to explore?

We'll walk through your planning workflow and show how to move from equity data intake to clean, client-ready outputs.