Online Scheduling for Asset Allocation
From setup to smart automations, Breely's AI helps you save time, grow revenue, and stay fully booked for your asset allocation 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 Asset Allocation Professionals Love Breely
From the most experienced team in scheduling, Breely presents a revolutionary platform tailored to streamline and elevate asset allocation management.
Start for FreeAll businesses are unique, we adapt to you
Discover a scheduling platform that understands the intricacies of asset allocation and seamlessly integrates with your unique business processes. Breely offers tailored solutions that adapt to your specific needs, ensuring you maximize efficiency and maintain a competitive edge in the industry.
Your needs might be simple today, but we'll grow as you do
Discover a scheduling platform that evolves with your asset allocation needs, ensuring seamless scalability and adaptability as your business expands. With Breely, you gain the flexibility to manage your operations efficiently today while being fully prepared for tomorrow's growth.
More than just scheduling, we're a platform to run your business
Unlock the full potential of your asset allocation business with Breely, where seamless scheduling meets powerful business management tools. From optimizing team collaboration to streamlining client interactions, our platform empowers you to focus on growth and strategy.
Other schedulers aren't innovating, we're making it a priority
In the fast-paced world of asset allocation, staying ahead means more than just keeping up. With Breely's cutting-edge scheduling solutions, we're not just adapting to change; we're driving it, ensuring you maximize every opportunity with precision and foresight.
Flexible Scheduling, Limitless Possibilities
Maximize your firm's efficiency and client satisfaction with Breely's online scheduling platform, designed to streamline appointments and optimize your asset allocation strategies effortlessly.
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 start to scale, Breely empowers your asset allocation business with seamless scheduling and logistics support.
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