From setup to smart automations, Breely's AI helps you save time, grow revenue, and stay fully booked for your investment management business.
All features for free. Pay only when your client list grows.
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.
At Breely, we understand that each investment management firm has its own distinct needs and challenges. Our platform offers flexible and customizable scheduling solutions tailored to enhance efficiency and client engagement, empowering your team to focus on making strategic investment decisions.
At Breely, we understand that the investment management landscape is ever-evolving, and so are your needs. Our platform seamlessly scales with your business, offering robust tools and insights tailored to your growth, ensuring you stay ahead in a competitive market.
Elevate your investment management firm with Breely, where seamless scheduling integrates with client management and performance analytics. Experience a platform designed to streamline operations, enhance client engagement, and drive your firm's growth.
Discover a scheduling platform that evolves with the fast-paced demands of the investment management industry. Breely prioritizes innovation to streamline your meetings and optimize your valuable time, ensuring you stay ahead in a competitive market.
Streamline client meetings and enhance investor relations with Breely's online scheduling platform, designed to boost efficiency and elevate your investment management business to new heights.
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: