Online Scheduling for Investment Advisory Services
From setup to smart automations, Breely's AI helps you save time, grow revenue, and stay fully booked for your investment advisory services 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 Investment Advisory Professionals Love Breely
Transform your investment advisory services with Breely, a revolutionary scheduling platform crafted by industry veterans to streamline operations and elevate client interactions.
Start for FreeAll businesses are unique, we adapt to you
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.
Your needs might be simple today, but we'll grow as you do
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.
More than just scheduling, we're a platform to run your business
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.
Other schedulers aren't innovating, we're making it a priority
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.
Flexible Scheduling, Limitless Possibilities
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 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 consultations to scaling your financial expertise, Breely streamlines your investment advisory services for seamless growth and client satisfaction.
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