From setup to smart automations, Breely's AI helps you save time, grow revenue, and stay fully booked for your portfolio management business.
Start for FreeModern, fast and user-friendly. No credit card or commitments.
Discover a scheduling platform that understands the intricacies of your portfolio management needs and seamlessly adapts to your processes. Breely empowers you to streamline client meetings and optimize team collaboration, all while accommodating the unique demands of your business.
Experience seamless scalability with Breely, the scheduling platform designed to adapt to your evolving portfolio management needs. Whether you're managing a handful of clients or a diverse portfolio, Breely ensures you stay organized and efficient every step of the way.
Breely empowers portfolio managers to seamlessly coordinate meetings, track performance metrics, and streamline client communications—all in one intuitive platform. Maximize your productivity and focus on strategic growth while Breely takes care of the logistics.
Discover a scheduling platform that evolves with your portfolio management needs, offering cutting-edge features to streamline your workflow. Breely's commitment to innovation ensures you stay ahead of the curve, empowering you to optimize time and enhance client satisfaction.
Streamline client interactions and maximize productivity with Breely's online scheduling platform, designed to enhance efficiency and client satisfaction in the portfolio management 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: