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Business Development

Habits

Habits: Accelerate lead generation for advisory firms.

"Habits is a business development platform designed to help Registered Investment Advisors (RIAs) generate and nurture leads. It provides tools for identifying potential clients, automating outreach, and tracking engagement to improve conversion rates and grow AUM."

Launch Product Page
Consensus Grade
B
82/100 Confidence
Institutional Verified
Market Position
Ranked #135 in Business Development
Validated Adoption
72 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Automated lead outreach
Lead scoring and qualification
Campaign performance tracking
Integration with CRM systems

Primary Use Cases

Generating new leads through targeted campaigns
Improving conversion rates from leads to clients
Tracking and managing leads effectively

Agentic Intelligence Briefing

"Habits automates lead generation for RIAs, helping them acquire new clients more efficiently."

Real-time Forensic Synthesis

Competitive Strengths

Focuses on lead generation, a critical area for growth
Potentially streamlines the business development process for advisors
Could improve efficiency in acquiring new clients

Adoption Hazards

Lack of pricing information makes it difficult to assess ROI
Unknown integration capabilities with existing RIA tech stack
Specific features and functionalities are unclear without a website or demo

Stack Compatibility Profile

How Habits integrates into institutional RIA stacks.

72 Firms Analyzed
Riskalyze Online
99%
Stack Correlation
Nitrogen Wealth
88%
Stack Correlation
Elements Financial Planning
71%
Stack Correlation
ROL
67%
Stack Correlation
Bloomberg Tax (BNA)
64%
Stack Correlation
Bill.com
64%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs seeking to grow their client base
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1HubSpot
2Salesforce Financial Services Cloud

Value Proposition

"Habits helps RIAs accelerate growth by providing a focused solution for efficient lead generation and business development, but advisors should demand a clear pricing structure before evaluating."

Audit Your RIA Stack

See how Habits fits into your overall tech efficiency score.

Alternative Peer Landscapes

Advisor.com

Advisor.com: Powering Advisor Lead Generation & Business Development.

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Advisor I/O

Grow your RIA with powerful digital marketing.

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Benji

Grow your RIA with targeted lead generation.

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Catalyst

Catalyst: Powering RIA Growth Through Digital Marketing.

Deeper Intel

Conquest

Convert leads into clients with intelligent sales acceleration.

Deeper Intel

Couple

Win 401(k) clients with powerful, customized proposals.

Deeper Intel
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