Online Scheduling for Financial Planners
From setup to smart automations, Breely's AI helps you save time, grow revenue, and stay fully booked for your financial planning 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 Financial Planning Professionals Love Breely
Transform your financial planning business with Breely, the expertly crafted scheduling platform designed to streamline operations and enhance client experiences.
Start for FreeAll businesses are unique, we adapt to you
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.
Your needs might be simple today, but we'll grow as you do
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.
More than just scheduling, we're a platform to run your business
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.
Other schedulers aren't innovating, we're making it a priority
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.
Flexible Scheduling, Limitless Possibilities
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 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 initial planning to strategic growth, Breely empowers financial planners to efficiently manage their schedules and maximize client engagements.
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