Luna vs Saifr
Saifr is an AI point solution. Luna is the whole program.
Saifr, born in Fidelity Labs, sells AI agents for marketing review, communications surveillance and screening, and plugs into an archive you already have. Luna's Marketing Rule review is one part of a program that also archives your email and runs your calendar, policies, code of ethics, trading and exam workspace.
Why advisers choose Luna over Saifr
Review plus the program
Saifr's site shows no calendar, policies, code of ethics, preclearance, MNPI register or Form U4 tracking. Luna does all of them.
An archive included
Saifr eComms "works with your archival system." Luna's Firm Plus plan is the archive: immutable storage, review and legal holds, included.
A price on the page
Saifr licenses per user or enterprise with no figures shown. Luna's prices are published.
Every finding cites the rule
Luna's review names the rule, points to the page or slide, and drafts the fix. A person approves.
The scorecard
16 things Luna does that Saifr's website does not show. Luna's column is what ships today.
| Capability | Luna | Saifr |
|---|---|---|
| Price on the website | Yes. Every price, free to $1,499/mo | Not shown on their website. Per user or enterprise; no figures |
| Start without a demo | Yes. Free plan; 14-day trials, no card | Not shown on their website. Demo first |
| No annual contract | Yes. Month to month; cancel in the product | Not shown on their website. Not shown on their site |
| Compliance calendar | Yes. Fitted to SEC, state or ERA registration | Not shown on their website. Not shown on their site |
| Your states' deadlines and rules | Yes. Reviewed deadlines, IARD dates, cited rules | Not shown on their website. Not shown on their site |
| Policies drafted for your firm | Yes. 17 policies drafted from your answers | Not shown on their website. Not shown on their site |
| AI Marketing Rule review | Yes. Cites the rule and the page; a person approves | Yes. SaifrReview |
| Code of ethics: gifts, OBAs, political | Yes. Gift limits measured for you | Not shown on their website. Not shown on their site |
| Personal trading preclearance | Yes. Linked brokerage accounts; every trade checked daily | Not shown on their website. Not shown on their site |
| MNPI register and insider lists | Yes. Daily SEC filing check; insiders auto-denied | Not shown on their website. Not shown on their site |
| Form U4, U5 and ADV amendment tracking | Yes. Each one dated by your strictest state | Not shown on their website. Not shown on their site |
| IAR continuing education | Yes. Per IAR, against each of their states' rules | Not shown on their website. Not shown on their site |
| SEC exam workspace | Yes. Request letter split into owned, dated items | Not shown on their website. Not shown on their site |
| Email archive and review | Yes. Included on Firm Plus | No. Works with your existing archive |
| Anonymous whistleblower reporting | Yes. No account, IP or time stored | Not shown on their website. Not shown on their site |
| AI answers from your own policies | Yes. Ask Luna, on every paid plan | Not shown on their website. Not shown on their site |
| Separate deployment per firm | Yes. Its own app and database | Not shown on their website. Not shown on their site |
✓ yes ✕ no – not shown on Saifr's website when we read it, which is a statement about the website, not about what they may offer privately.
In detail
| Topic | Luna | Saifr |
|---|---|---|
| Price | Calendar free, Solo $199/mo, Firm $699/mo, Firm Plus $1,499/mo. On the page, the same for every firm. No setup fee, no per-account fee. | "License pricing available per user or enterprise"; no figures. |
| How you start | Sign up and use it today. Calendar is free with no card; paid plans start with a 14-day trial, no card. Nobody has to talk to sales. | "Request a demo." |
| Marketing review | On every paid plan. Each finding cites the rule and points to the page or slide, with sample disclosure language filled in for your firm. Your own confirmed rules apply too. A person approves; Firm Plus can require two. | SaifrReview, AI agents "trained on 20+ years" of marketing compliance. |
| Communications | Email archive and review, on Firm Plus, included. | Surveillance that "works with your archival system." |
| Screening | Not offered. | SaifrScreen for sanctions and adverse media. |
About Saifr: Saifr was incubated at Fidelity Labs and sells SaifrReview for marketing review, Saifr eComms for surveillance, and SaifrScreen for adverse media and sanctions screening. Sources, each read October 11, 2026: saifr.ai, SaifrReview, Saifr eComms, Saifr FAQs. If something here is out of date, tell us at sales@lunacompliance.io and we will correct it.
Coming next in Luna
Luna ships every week. This is what is underway or next, so you are comparing against where it is going, not only where it is.
- UnderwaySOC 2 Type 2 and ISO 27001. Audit work began October 6, 2026.
- NextNet worth and bond monitor for state-registered advisers.
- NextState-aware marketing review and advisory contract review.
- ComingAnnual review workspace and mock exam prep, on Firm Plus.
Questions
- How much does Saifr cost?
- saifr.ai says license pricing is available per user or enterprise, with no figures shown, after a demo.
- How long does it take to move from Saifr to Luna?
- Sign up and your calendar is set up for your registration type and your states the same day. Luna drafts your policies from your answers about how the firm runs, and can read your filed Part 2A to propose your firm's rules, so there is no manual to rebuild by hand. Keep your old system's records as long as the books and records rules require.
Review, archive and program. One login, one price.
All comparisons. Others: Luna vs COMPLY, Luna vs Smartria, Luna vs Hadrius, Luna vs Greenboard, Luna vs ACA Group, Luna vs StarCompliance, Luna vs MyComplianceOffice, Luna vs Smarsh, Luna vs Global Relay, Luna vs Red Oak, Luna vs an outsourced CCO.