Online Scheduling for Investment Banks
From setup to smart automations, Breely's AI helps you save time, grow revenue, and stay fully booked for your investment banking 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 Banking Professionals Love Breely
Elevate your investment banking operations with Breely, the cutting-edge scheduling platform crafted by industry veterans for seamless business management.
Start for FreeAll businesses are unique, we adapt to you
Unlock seamless scheduling tailored specifically for the fast-paced world of investment banking with Breely. Our platform adapts to your firm's unique needs, ensuring efficient coordination and streamlined operations from boardroom meetings to client consultations.
Your needs might be simple today, but we'll grow as you do
At Breely, we understand the dynamic nature of investment banking, offering a scalable scheduling solution that evolves with your firm’s expanding needs. Whether you're managing a small team or coordinating global operations, our platform adapts seamlessly to ensure your scheduling remains efficient and effortless.
More than just scheduling, we're a platform to run your business
Breely streamlines complex workflows, enabling investment banking teams to effortlessly coordinate meetings, manage client interactions, and optimize deal execution. Experience unparalleled efficiency and elevate your firm's performance with our intuitive, all-in-one platform designed to meet the unique demands of the financial industry.
Other schedulers aren't innovating, we're making it a priority
In the fast-paced world of investment banking, time is money, and Breely is revolutionizing how you manage both with our cutting-edge scheduling solutions. Say goodbye to outdated systems and hello to seamless coordination that maximizes efficiency and drives success in every transaction.
Flexible Scheduling, Limitless Possibilities
Streamline your client meetings and optimize time management with Breely, the online scheduling platform designed to enhance efficiency and client satisfaction in the fast-paced investment banking industry.
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 deal-making to global expansion, Breely seamlessly supports your investment banking operations with unparalleled scheduling precision.
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