From setup to smart automations, Breely's AI helps you save time, grow revenue, and stay fully booked for your investment planning business.
Start for FreeModern, fast and user-friendly. No credit card or commitments.
Discover a scheduling platform that seamlessly aligns with your investment planning needs, offering tailored solutions that respect your unique workflow. With Breely, streamline your client interactions and optimize your time management, so you can focus on delivering exceptional financial guidance.
Breely's scheduling platform adapts to your evolving investment planning needs, offering scalable solutions that ensure seamless client interactions as your business expands. Whether you're managing a few clients now or preparing for exponential growth, our tools empower you to stay organized and efficient every step of the way.
Transform your investment planning with Breely, where seamless scheduling meets powerful business management tools. Optimize your workflow, enhance client interactions, and drive growth with a platform designed to elevate every aspect of your investment practice.
While traditional schedulers remain stagnant, Breely is revolutionizing investment planning with cutting-edge tools designed to optimize your time and maximize your returns. Experience seamless scheduling that adapts to your evolving needs, ensuring every meeting is a step towards financial success.
Streamline your client appointments and enhance your professional image with Breely, the online scheduling platform that saves time, boosts efficiency, and strengthens client relationships in the investment planning industry.
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: