Online Scheduling for Investment Planning
From setup to smart automations, Breely's AI helps you save time, grow revenue, and stay fully booked for your investment planning 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 Planning Professionals Love Breely
Elevate your investment planning business with Breely, the innovative scheduling platform crafted by industry experts to streamline your operations and maximize efficiency.
Start for FreeAll businesses are unique, we adapt to you
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.
Your needs might be simple today, but we'll grow as you do
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.
More than just scheduling, we're a platform to run your business
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.
Other schedulers aren't innovating, we're making it a priority
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.
Flexible Scheduling, Limitless Possibilities
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 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 planning to full-scale growth, Breely empowers your investment planning business with seamless scheduling solutions.
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