From setup to smart automations, Breely's AI helps you save time, grow revenue, and stay fully booked for your financial planning 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.
Unlock a seamless scheduling experience tailored specifically for your financial planning needs, ensuring every client meeting is effortlessly organized. With Breely, enhance your client interactions and optimize your time management, all while maintaining the personalized touch your business is known for.
Start with the essentials and expand seamlessly as your financial planning business evolves. With Breely, you gain a scheduling partner that adapts to your changing needs, offering advanced tools and insights to streamline client management and enhance service delivery.
Unlock the full potential of your financial planning business with Breely, where seamless scheduling meets powerful business management tools. Streamline client appointments, enhance team collaboration, and optimize your operations all in one place, so you can focus on what truly matters—delivering exceptional financial advice.
While other schedulers remain stagnant, Breely revolutionizes the way financial planners manage their time by integrating cutting-edge features tailored specifically for the industry's unique needs. Elevate your financial planning services with a platform that prioritizes efficiency, security, and seamless client interactions, ensuring you stay ahead of the competition.
Transform your financial planning business with Breely, streamlining appointment bookings and enhancing client satisfaction while freeing up valuable time for more strategic tasks.
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: