Import & normalization
Consolidate holdings, grants, and vesting data from connected systems into one advisor-facing source of truth.
Explore detailsPlatform 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.
Scenario planning
Compare exercise and sale strategies across pricing, timing, tax exposure, and concentration assumptions.
Explore details
Client reporting
Turn analysis into polished outputs clients can understand, revisit, and use for implementation decisions.
Explore detailsWhere Gemifi fits
A short-range layer for the long-range plan.
Gemifi complements eMoney, RightCapital, and MoneyGuidePro — it doesn’t replace them. They model the 30-year arc. Gemifi handles the next 6 months to 6 years, where equity decisions actually get made.
Long-range planning
eMoney · RightCapital · MoneyGuidePro
Built for the 30-year arc
- Retirement & estate projections
- Annual cash flow buckets
- Monte Carlo & goal probability
- Insurance, college funding, RMDs
- Effective-rate tax modeling
Horizon
30 years
Use together
Short-range execution
Equity decisions, ground-truthed
Built for the next 6 months to 6 years
- Paycheck-by-paycheck cash flow
- AMT, ISO/NSO, lot-level tax modeling
- 10b5-1 plans & trading windows
- Vest-by-vest tracking across grants
- Exercise & sale timing scenarios
Horizon
6 months – 6 years
We feed the equity-comp detail into the plan you already use — the short-range trading, tax, and cash-flow decisions that 30-year tools weren’t built to handle.
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?
See Gemifi on your advisory use case.
We'll walk through your planning workflow and show how to move from equity data intake to clean, client-ready outputs.