Online Booking for
Financial Forecasting

Optimize your client management and scheduling with ease in the fast-paced world of financial forecasting. Breely allows you to automate consultation bookings, send reminders, and manage resources, giving you more time to focus on providing valuable financial insights. With Breely, your clients will experience seamless appointment scheduling, boosting satisfaction and loyalty.

Precision Financial Advisors

Step 1 of 3

Financial Strategy Consultation

A one-on-one session where clients receive personalized financial forecasts and strategies tailored to their unique goals and needs.

Portfolio Review Session

An in-depth session to evaluate and optimize client portfolios for achieving better financial outcomes and risk management.

Breely Scheduling for Financial Forecasting

As a financial forecasting business, your time is valuable—Breely helps you optimize it by eliminating the stress of manual appointment handling. Automatically schedule and manage financial consultations and portfolio reviews, while keeping your clients informed with integrated reminders. This means fewer missed appointments, streamlined operations, and happier, more loyal clients.

Breely is the perfect partner for financial forecasting professionals, enabling you to focus on what you do best—offering actionable insights. With automated scheduling and client management, you can scale your business efficiently while improving client satisfaction. Let Breely handle the admin so you can deliver the strategies that drive success.

Get Started for Free

Features

Breely's feature-rich platform enables financial forecasting businesses to automate and standardize appointment scheduling, ensuring maximum efficiency. With customizable reminders and an intuitive client management system, it reduces no-shows and simplifies resource allocation, allowing you to focus on delivering actionable insights and enhancing customer satisfaction.

Scheduling

Booking for 1:1 appointments
Group classes, events, and workshops
Book staff and other resources like seats, lanes, bays, and more.
Booking for multiple staff, locations,and time zones

Design

Design beautiful forms, scheduling, and messages
Personalize colors, themes, and more to match your brand
Integrate directly into your website

Messaging

Send text messages & emails
Automate messaging to deliver the right message at the right time

Integrations

Connect to Google, Apple iCloud, and Microsoft 365
Embed directly into your website
Integrate with thousands of other apps via Zapier
Developer tools for custom integrations

Forms

Collect information from clients at any point
Gather leads, enrich scheduling, collect follow-up info, and more
Advanced customization and conditional sections for the perfect experience

Automation

Automate any workflow
Trigger based on events from forms, scheduling, and more
Re-engage lapsed clients, convert leads to customers, and provide delightful tailored messaging to clients