Online Booking for
Fund Accounting

Transform the way you manage appointments with Breely's streamlined platform designed for fund accounting firms. Automate scheduling, reminders, and resource planning to ensure seamless collaboration with clients and stakeholders. Save time, reduce manual errors, and improve client satisfaction—all with one powerful tool tailored just for your business.

Pinnacle Fund Solutions

Step 1 of 3

Financial Review Meeting

A comprehensive session aimed at analyzing financial reports, fund performance, and investment strategies to ensure compliance and drive successful fund management.

Audit Preparation Session

A focused meeting dedicated to organizing financial records, reviewing compliance requirements, and preparing documentation for upcoming audits.

Breely Scheduling for Fund Accounting

Simplify the complexities of appointment management in fund accounting with Breely. Our platform empowers your business to manage client engagements, reminders, and resources effortlessly, so you can focus on delivering accurate financial services. Improve operational efficiency and boost client satisfaction by keeping schedules organized and seamless.

Stay ahead in the competitive fund accounting sector with Breely's intelligent scheduling tools. Automate your process for financial reviews, client meetings, and audit preparation with customized reminders and streamlined workflows. Let us handle the logistics so you can enhance client relationships and focus on maximizing fund performance.

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Features

A scheduling platform like Breely benefits fund accounting businesses by automating appointment workflows, reducing no-shows through reminders, and optimizing resource allocation. This not only saves significant time but also ensures a professional experience for clients, enabling them to receive expert financial insights without delays or miscommunication.

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