Online Scheduling for Retirement Planners
From setup to smart automations, Breely's AI helps you save time, grow revenue, and stay fully booked for your retirement 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 Retirement Planning Professionals Love Breely
Introducing a groundbreaking scheduling platform from the industry’s leading experts, tailored specifically to streamline and elevate your retirement planning business.
Start for FreeAll businesses are unique, we adapt to you
At Breely, we understand that every retirement planning business has its own distinct needs and clientele. That's why our flexible scheduling platform seamlessly adapts to your specific workflow, empowering you to provide personalized, efficient service while focusing on what truly matters—helping clients secure their future.
Your needs might be simple today, but we'll grow as you do
Start your retirement journey with confidence, knowing that Breely's flexible scheduling platform is designed to accommodate your evolving needs. As your retirement planning complexities increase, our intuitive tools seamlessly adapt to ensure you're always on track for a secure future.
More than just scheduling, we're a platform to run your business
Breely empowers retirement planners with seamless scheduling, client management, and analytics tools all in one place, revolutionizing how you manage your practice. Elevate your business efficiency and client satisfaction with our comprehensive platform designed to help you focus on what truly matters – guiding your clients to a secure future.
Other schedulers aren't innovating, we're making it a priority
While other schedulers remain stagnant, Breely is transforming retirement planning by offering cutting-edge scheduling solutions tailored to your unique needs. Experience seamless coordination and enhanced client interactions with our innovative platform designed to elevate your retirement planning services.
Flexible Scheduling, Limitless Possibilities
Streamline your client consultations and maximize productivity with Breely, the online scheduling platform that enhances efficiency and client satisfaction in the retirement 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 the first step in planning to securing a comfortable future, Breely streamlines your retirement planning journey with seamless scheduling and unmatched 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