Online Booking for
Investment Management

Managing client appointments in the fast-paced investment management industry can be a challenge. Breely simplifies the process by automating scheduling, sending appointment reminders, and ensuring efficient time management, allowing you to focus on delivering exceptional financial advice. Enhance your firm's professionalism and ensure client satisfaction with a seamless booking solution.

Blue Horizon Wealth Advisors

Step 1 of 3

Portfolio Review

A detailed consultation service where clients meet with investment managers to analyze and assess their current investment portfolios, discuss performance, and adjust strategies to meet financial goals.

Retirement Planning Session

A focused appointment that helps clients map out robust retirement savings strategies, including asset allocation, risk assessment, and long-term financial planning tailored to their needs.

Breely Scheduling for Investment Management

Breely lets you take the stress out of appointment management. Automatically schedule portfolio reviews and retirement planning sessions while sending timely reminders to clients, ensuring they never miss an important meeting. Elevate client trust and operational efficiency with an intuitive platform that keeps your calendar organized and your clients happy.

Imagine never having to juggle client appointments manually again—Breely empowers your investment management business with an automated system that handles everything from scheduling to reminders. Build stronger relationships with your clients by ensuring seamless communication while saving time for what truly matters: growing their investments and securing their futures.

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Features

A scheduling platform enables investment management businesses to focus on providing expert financial advice by handling the complexities of appointment booking. It increases operational efficiency by automating tasks like sending reminders and allocating resources, minimizes scheduling conflicts, and enhances client satisfaction through professional and timely service delivery.

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