Online Scheduling for Portfolio Managers
From setup to smart automations, Breely's AI helps you save time, grow revenue, and stay fully booked for your portfolio 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 Portfolio Management Professionals Love Breely
Elevate your portfolio management with Breely, the cutting-edge scheduling platform designed by industry veterans to seamlessly streamline your business operations.
Start for FreeAll businesses are unique, we adapt to you
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.
Your needs might be simple today, but we'll grow as you do
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.
More than just scheduling, we're a platform to run your business
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.
Other schedulers aren't innovating, we're making it a priority
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.
Flexible Scheduling, Limitless Possibilities
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 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 the earliest stages to full-scale operations, Breely empowers your portfolio management business with streamlined scheduling and logistics support.
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