From setup to smart automations, Breely's AI helps you save time, grow revenue, and stay fully booked for your investment advisory services business.
Start for FreeModern, fast and user-friendly. No credit card or commitments.
At Breely, we understand that no two investment advisory firms are the same, which is why our scheduling platform is tailored to fit your specific needs and streamline your client interactions. Enhance your operational efficiency and client satisfaction with a flexible solution that evolves with your business.
Start with Breely's intuitive scheduling platform to streamline your current operations, ensuring efficiency and client satisfaction. As your advisory services expand, our scalable solutions evolve with you, seamlessly accommodating your growing needs and ambitions.
Breely empowers investment advisors with seamless scheduling, client management, and insightful analytics, all in one powerful platform. Transform your business operations and focus on what truly matters—building lasting client relationships and driving financial growth.
While traditional schedulers remain stagnant, Breely is redefining time management for investment advisory services with cutting-edge features designed to streamline client interactions. Elevate your advisory firm with our innovative solutions that enhance efficiency, foster stronger client relationships, and drive growth.
Streamline client meetings and enhance your advisory services with Breely, the online scheduling platform that optimizes your time, boosts client satisfaction, and drives business growth.
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: