From setup to smart automations, Breely's AI helps you save time, grow revenue, and stay fully booked for your 401k administration business.
All features for free. Pay only when your client list grows.
Breely gives you everything from the start so you can launch and grow without friction.
Build your booking flow, accept payments, send emails and texts, customize forms, use signatures, and automate your business—all included for under 10 clients.
Our goal is simple: help new businesses get off the ground with real tools, not restrictions.
Discover a scheduling solution tailored specifically for the 401k administration industry, designed to seamlessly integrate with your unique business processes. With Breely, effortlessly customize your scheduling to optimize efficiency, enhance client interactions, and stay ahead in the competitive financial landscape.
Experience seamless 401k administration with Breely, designed to adapt and expand alongside your business needs. Whether you're just starting or managing a growing workforce, our platform ensures efficiency and compliance every step of the way.
Streamline your 401k administration with Breely, where seamless scheduling meets powerful business management tools. Elevate your efficiency and focus on what truly matters—growing your clients' financial futures.
While other schedulers fall behind, Breely is revolutionizing the 401k administration industry by streamlining your scheduling process with cutting-edge technology. Prioritize efficiency and accuracy with our innovative platform, designed to elevate your administrative tasks and keep you ahead of the competition.
Streamline your client consultations and optimize your workflow with Breely, the online scheduling platform designed to enhance efficiency and customer satisfaction in the 401k administration industry.
Start for FreeSeamless embed into your website or use your standalone “booking website”
Setup events like 1-on-1 appointments, classes, and workshops
Connect with Square or Stripe to accept payments, deposits or vault cards
Powerful customizations for your booking page to align with your brand
Collect information, get signatures, accept payments, upload files, and more
Conditionally show sections and route to different booking experiences
Automatically include video conference links with Google Meet or Zoom
Custom fields for clients, events, people, resources, forms, and classes
Sync with popular calendar platforms like Google, Office 365, and iCloud
Sell packages, gift certificates, subscriptions, and create coupons
Sign a BAA and use this as part of a HIPAA compliant business
Protect your business by requiring signatures on contracts or waivers
Robust reporting — it's like having a full spreadsheet embedded with all your data
Book with people, or resources like a court, lane, room, and more
Keep your schedule full by allowing clients to join a waitlist
Limit scheduling on constraints like window of time, number per day, and per client
Set round robin or prioritized booking for appointments
Look like you're in high demand by hiding a percentage of your time each day
$0/mo · Limited to 1 user
$7/mo per user
Everything in Free, plus: