Online Booking for
Investment Advisory Services

In the fast-paced world of investment advisory services, time is money. Breely simplifies appointment scheduling, allowing you to focus on providing top-tier financial guidance to your clients. Automate reminders, streamline bookings, and offer a seamless experience that builds trust and professionalism.

Summit Wealth Advisory

Step 1 of 3

Financial Consultation

A one-on-one financial consultation designed to assess a client’s financial goals, evaluate their current portfolio, and create a customized investment strategy to maximize returns.

Portfolio Review Session

An in-depth review of a client’s current investment portfolio to identify areas for improvement, rebalance asset allocations, and suggest strategies for optimizing long-term financial growth.

Breely Scheduling for Investment Advisory Services

Simplify your workflow and maximize client engagement with Breely's intuitive scheduling platform. Tailor your availability, automate appointment reminders, and give clients an effortless booking experience. Free up time to focus on delivering the expert financial advice your clients value most, making Breely an essential tool for your business.

Streamline your investment advisory operations with Breely. Say goodbye to missed appointments with automated reminders and a frictionless online booking system. You'll stay organized, maintain client satisfaction, and have more time to focus on driving real financial results for your clients.

Get Started for Free

Features

Breely’s customizable scheduling tools enable investment advisory businesses to maximize appointment efficiency and reduce no-shows with automated reminders. By streamlining scheduling, advisors can better allocate their time toward delivering high-quality financial insights, resulting in improved client satisfaction and long-term loyalty.

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