Online Scheduling for 401k Administrators
From setup to smart automations, Breely's AI helps you save time, grow revenue, and stay fully booked for your 401k administration business.
- Scheduling
- Signatures
- Accept Payments
- Email/SMS Notifications
All features for free. Pay only when your client list grows.
Every feature free so you can grow faster
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.
Why 401k Administration Professionals Love Breely
Experience seamless 401k administration with a revolutionary scheduling platform designed to optimize and elevate your business operations.
Start for FreeAll businesses are unique, we adapt to you
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.
Your needs might be simple today, but we'll grow as you do
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.
More than just scheduling, we're a platform to run your business
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.
Other schedulers aren't innovating, we're making it a priority
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.
Flexible Scheduling, Limitless Possibilities
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 FreeBooking Website
Seamless embed into your website or use your standalone “booking website”
Events
Setup events like 1-on-1 appointments, classes, and workshops
Payments
Connect with Square or Stripe to accept payments, deposits or vault cards
Customize Branding
Powerful customizations for your booking page to align with your brand
Standalone Forms
Collect information, get signatures, accept payments, upload files, and more
Booking Conditionals
Conditionally show sections and route to different booking experiences
Video Conferencing
Automatically include video conference links with Google Meet or Zoom
Custom Fields
Custom fields for clients, events, people, resources, forms, and classes
Calendar Syncing
Sync with popular calendar platforms like Google, Office 365, and iCloud
Selling
Sell packages, gift certificates, subscriptions, and create coupons
HIPAA Compliance
Sign a BAA and use this as part of a HIPAA compliant business
Signatures
Protect your business by requiring signatures on contracts or waivers
Reporting
Robust reporting — it's like having a full spreadsheet embedded with all your data
Book with People or Resources
Book with people, or resources like a court, lane, room, and more
Waitlisting
Keep your schedule full by allowing clients to join a waitlist
Scheduling Limits
Limit scheduling on constraints like window of time, number per day, and per client
Booking Selection
Set round robin or prioritized booking for appointments
Make me Look Busy
Look like you're in high demand by hiding a percentage of your time each day
Pricing.
From startup to expansion, Breely streamlines your 401k administration, ensuring seamless growth and compliance at every stage.
Free
$0/mo · Limited to 1 user
- 10 clients / month
- Unlimited forms
- Unlimited bookings
- 100 emails per month max
Business
$7/mo per user
Everything in Free, plus:- Unlimited clients
- 3,000 emails per month
- 200 texts per month