Solutions

Purpose-built planning flows for core equity compensation cases.

Gemifi helps advisory teams navigate the highest-impact stock-comp decision points with repeatable frameworks and clear client communication.

ISO

Exercise timing and tax-aware decision support for incentive stock options.

Side-by-side options planning with clear tradeoffs for non-qualified options.

Diversification-focused strategy planning support for restricted stock units.

Liquidity-event preparedness with scenario and recommendation support.

Need a specific use case?

Bring an anonymized client scenario and we'll show how Gemifi supports planning from intake through recommendation delivery.