Platform base
$149/mo
Includes 10 clients and 1 advisor seat. Then scale with clean, predictable overages instead of forcing advisory teams into artificial feature tiers.
10
Clients included
1
Advisor seat
Pricing
Simple platform pricing for advisory teams.
One base platform fee plus clear usage pricing as client count and advisor seats grow.
How pricing scales
Pay only for what you use beyond your base.
No tiers, no feature gating. Your platform base includes 10 clients and 1 advisor seat. Add more as your practice grows.
Additional client
After your included 10 clients
$9/mo
Additional advisor seat
After your included 1 seat
$9/mo
Free for 14 days with one advisor user and one client.
Estimate your cost
Build your own estimate.
Enter your client count and advisor seats to see your monthly platform cost. Pre-filled with a sample firm — adjust the numbers to match your practice.
Platform base
$149
8 additional clients
$72
2 additional seats
$18
Estimated total
$239/mo
Estimate updates as you type. Final pricing is confirmed during onboarding.
Included in every subscription
A myStockOptions.com Premium membership, at no extra cost.
myStockOptions.com shows you the why and the how. Gemifi does the work for you.
Study the rules in the equity compensation library advisors rely on, then put them to work on real client grants in Gemifi. Your access code arrives by email when you create your workspace.
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830+ FAQs and expert articles
Answers from staff and outside contributors on the questions clients actually ask.
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Tax Center
Withholding, reporting, and filing rules, with annotated diagrams of IRS forms.
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Continuing education
Self-study courses and exams for CFP, CEP/ECA, CPWA/CIMA, and CFA credit.
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Calculators and modeling tools
Plus a Global Tax Guide covering equity compensation in 50 countries.
Pays for itself at
$200k
in new AUM from a single client
Clear ROI
One client pays for the platform.
Most advisors charge 1% on assets under management. Convince just one client to move $200,000 into your practice and the tool pays for itself—$2,000/year in AUM fees vs. $1,788/year for Gemifi's base platform.
Everything else is icing on the cake: auto-generated trading plans, deeper equity analysis, and peace of mind for you and your clients.
What this model avoids
No fake tiering.
The structure stays readable because the pricing model is one platform fee plus usage, not three arbitrary packages.
Who this fits
Advisory teams with real equity complexity.
This is positioned for firms managing equity compensation planning as an ongoing client workflow, not a one-off calculator.
Approval note
Still pending final billing approval.
Final public pricing copy should still be signed off by Product/Billing before production launch.
Need a walkthrough first?
We can recommend the right setup quickly.
Start a trial now, or book a live demo and we will recommend the right setup for your current advisory workflow and expected client volume.