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macflurry.com

MacFlurry

Turn the compliance flurry into a smooth filing.

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Summary

MacFlurry is an AI-powered compliance automation platform for RIA firms. It connects to existing tech stacks via API and web scraping, automatically gathering and reconciling data from custodians, CRMs, and portfolio systems. The platform pre-fills regulatory filings (Form ADV, Form CRS), performs AI-driven consistency checks, and benchmarks compliance efficiency against anonymized peer firms. MacFlurry eliminates manual data entry, reduces filing preparation time by 80%, and provides an audit-ready compliance package—all at a fraction of the cost of a compliance consultant.

Target Audience

Margin-pressed registered investment advisor (RIA) practice owners with $50M–$5B AUM, responsible for regulatory filings, cost-constrained by fee compression, and seeking to reduce compliance labor costs without increasing audit risk.

Economic Engine

Subscription pricing based on AUM tiers (e.g., $1,000/month for up to $250M, $2,500 for $500M, $5,000 for $1B+) plus per-filing fees for Form ADV ($500) and Form CRS ($200).

Point of Difference

Unlike existing compliance software that requires manual data entry or siloed databases, MacFlurry delivers full automation via AI-driven data extraction from the firm's own systems. It includes a unique benchmarking database built from aggregated, anonymized data across hundreds of RIAs, offering insights on compliance cost ratios, AUM per staff, and amendment frequency that no other tool provides.

Problem Statement

Registered investment advisor (RIA) practice owners face a high-stakes, annual compliance reporting cycle (Form ADV, CRS) that requires manually gathering data from multiple, expensive systems (custodians, CRM, portfolio accounting). This labor-intensive process consumes senior staff hours, introduces risks of errors and missed deadlines, and forces reliance on costly compliance consultants. The pain is acute because fines for non-compliance can reach $100K+, and SEC exams increasingly scrutinize data consistency.

Solution

API platform for real-time integration with major custodians (Schwab, Fidelity, Pershing), CRMs (Redtail, Salesforce), and portfolio accounting systems (Advent, Orion). Web scraper for extracting data from portals lacking APIs (e.g., legacy custodian reports). Contract intelligence module to parse client agreements and flag fee disclosure inconsistencies. Forecasting engine to predict upcoming filing requirements and generate proactive alerts.

Core Value Proposition

Reduce compliance reporting labor by 80%, eliminate risk of late or inaccurate filings, and provide peer benchmarking that informs pricing and operational efficiency—all for less than half the cost of a compliance consultant.

Killer Features

  • One-click data pull: Automatically syncs all custodial and CRM data into a compliance dashboard within minutes.
  • Pre-fill with AI verification: Each field in Form ADV is auto-populated and cross-referenced with source data; AI flags inconsistencies.
  • Peer benchmarking dashboard: Compare compliance cost as % of revenue, AUM per staff, and frequency of regulatory amendments against anonymized peers.
  • Deadline radar: Proactive alerts for upcoming filing deadlines and required disclosures based on firm activities.
  • Audit trail export: Generate a complete compliance evidence package for SEC exams with one click.

Pros

  • Deep automation reduces dependency on expensive compliance staff or external consultants.
  • Built-in benchmarking provides strategic insights on operational efficiency vs. peers.
  • Audit trail generation ensures exam readiness with minimal effort.
  • Integrates with 20+ major financial platforms, reducing data silos.

Cons

  • Requires initial setup per firm to map data sources, which may take up to 2 weeks.
  • Some RIAs are hesitant to automate compliance due to perceived risk or lack of trust in AI.
  • Benchmarking data quality depends on network effects; early adopters may see limited comparisons.
  • Limited API access from certain smaller custodians may force reliance on web scraping, which can break with portal changes.

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