Gemifi: Equity Compensation Planning Software for Financial Advisors
Your clients with stock options and RSUs deserve better than spreadsheets and guesswork. Gemifi is purpose-built software that helps financial advisors create optimized trading plans for clients with equity compensation—turning a complex, time-consuming process into a strategic advantage for your practice.
The Problem We Solve
Equity compensation is one of the most valuable—and most mismanaged—assets your clients own. ISOs, NQOs, RSUs, and ESPPs each come with unique tax implications, vesting schedules, and decision points. Most advisors either avoid this complexity entirely or spend hours manually modeling scenarios in Excel. Meanwhile, clients make costly mistakes: exercising at the wrong time, triggering unnecessary AMT, or holding concentrated positions too long.
How Gemifi Works
Gemifi lets you build comprehensive trading plans that optimize for what matters most to each client—whether that’s minimizing taxes, accelerating diversification, or generating cash flow for a major purchase. Import your client’s equity data, set their goals and constraints, and Gemifi generates actionable plans you can review together.
Our platform handles the complexity so you can focus on the advice: modeling exercise timing across multiple grants, projecting tax impact under different scenarios, and creating clear recommendations your clients can actually follow.
Built by an Advisor, for Advisors
Gemifi was developed inside Brooklyn FI, a fee-only RIA that has served hundreds of clients with equity compensation. After four years of refining the platform with real clients and real outcomes, we spun Gemifi out as a standalone product to help advisors nationwide deliver this level of service.
Why Advisors Choose Gemifi
- Win more clients: Equity compensation expertise is a powerful differentiator. Show prospects exactly how you’ll help them navigate their options.
- Serve clients better: Replace reactive, one-off conversations with proactive, documented trading plans.
- Save time: What used to take hours of spreadsheet work now takes minutes.
- Grow AUM: Helping clients make smart equity decisions means more assets moving to accounts you manage.
Visit our booth to see a live demo and learn how Gemifi can help you turn equity compensation from a headache into a growth engine for your practice.