Online Scheduling for Investment Managers
From setup to smart automations, Breely's AI helps you save time, grow revenue, and stay fully booked for your investment management 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 Management Professionals Love Breely
Elevate your investment management firm with Breely, the revolutionary scheduling platform expertly crafted to streamline operations and enhance client relationships.
Start for FreeAll businesses are unique, we adapt to you
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.
Your needs might be simple today, but we'll grow as you do
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.
More than just scheduling, we're a platform to run your business
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.
Other schedulers aren't innovating, we're making it a priority
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.
Flexible Scheduling, Limitless Possibilities
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 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 strategy to scalable success, Breely streamlines every aspect of your investment management operations.
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