ISO
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NSO
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RSU
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AMT
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PSU
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QSBS
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10b5-1
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IPO
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ISO · NSO · RSU · AMT · PSU · QSBS · 10b5-1 · IPO ·
Stock option diversification plans in minutes, not days
✦ Powered by our algorithm ✦ $1B+ advised ✦
Get out of spreadsheets, automate your operations, and provide clear answers for your clients with the smartest equity management platform.
Import
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Optimize
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Analyze
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Generate
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Export
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Compare
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Vest
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Import · Optimize · Analyze · Generate · Export · Compare · Vest ·
Utilized for 1000+ equity owners
Import client data
Upload existing PDFs or CSVs and extract the equity data in seconds.
Define scenarios
Easily set up the number of years, cash on hand, maximum tax, and legacy shares.
Auto-generate plans
Compare multiple plans to analyze cash flow and tax outcomes.
Export deliverables
Deliver a client-ready plan with detailed analytics that they can execute.
How much you could save per client
2 hours per trading plan
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3 hours of data entry
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2 hours per trading plan • 3 hours of data entry •
Read, import, forecast
Streamline data management and trading plan creation in an instant.
Auto-pull equity info
From Shareworks, E-trade, Carta, & Schwab.
Import client data
Automatically without manual data entry
Forecast paychecks
Extrapolate futures from a single pay stub.
Update & Adjust
Manage plans in real-time with automated schedules, error-checking, and tracking tools.
Create beautiful client-facing deliverables in an instant.
Auto-pull equity info
Error-checking
And auto-generate grants, vesting schedules and exercises.
IPO Tracking + alerts
Built-in IPO tracking tools and earnings call reminders
Plan & Compare
Optimize portfolios with tools that align client goals to actionable strategies.
Set constraints
Number of years, cash on hand, maximum tax, and legacy shares.
Compare plans
For key criteria such as total tax, net cash flow, and legacy shares.
Auto-diversify
Balance portfolios, calculate tax impacts, and generate strategies.
Report & Export
Generate polished client deliverables instantly, stay ahead with up-to-date tax and employment data.
Clean deliverables
Create beautiful client-facing deliverables in an instant.
Stay on top of employment and state tax residency history.
Client data tracking
Special tax reports
Provide specialized tax repots such as state by state taxable income.
Choose your plan
Basic
$280
Includes 10 clients
$28/mo/additional client
Popular
Standard
$400
Includes 25 clients
$15/mo/additional client
Enterprise
$720
Includes 50 clients
$12/mo/additional client
More profit, less hours
Serve as many high-value clients as you want, while reducing your efforts and errors without extra hires and complic
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Create stock sales plans for high-complexity executives who trust you and understand your worth.
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Reduce fatigue and working hours with even better outcomes by automating processes and standardizing deliverables.
One platform for all
Communicate directly with your client, collaborate with your teammates, and keep track of changes within the platform
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Eliminate multiple communication channels, get detailed advice for your client with standardized deliverables.
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Keep track of changes and updates and collaborate in real-time with your team.
Built by a team of kind and driven people who love what they do - helping you reach financial independence
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Built by a team of kind and driven people who love what they do - helping you reach financial independence ◆
Ally Jane (AJ) Ayers
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Ally Jane (AJ) Ayers ◆
Shane Mason
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Shane Mason ◆
Founders talking
We love making content so much that we made an entire page for it
Book a free demo
Book a free demo
By advisors for advisors
Gemifi was born of two entrepreneurs who desired to solve a difficult problem in the financial planning space. How to best collect, analyze, track, and plan for their client’s most exceptional form of compensation, equity awards.
AJ Ayers and Shane Mason have over 20 years of combined experience and through Brooklyn Fi help thousands of clients navigate the nuances of cash flow, diversification, and tax planning, and they’ve aimed to distill that expertise into software that gets advisors to the right answers to the right questions quickly.
Contact Us
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