Connect PreciseFP With Your Work Chat
Stop switching between apps. Connect PreciseFP to get automatic updates on client data and financial forms, allowing your team to collaborate and take action directly from your chat.
No credit card required
14-day free trial
Set up in 5 minutes
Less Chaos, More Clarity
Get Automatic Updates
Connect PreciseFP to get instant notifications and take action directly inside your chats. No more checking another app to know what's going on.
Keep Your Team in Sync
From new info to project updates, your whole team can see what's happening in one place, ensuring everyone is on the same page.
About PreciseFP
PreciseFP is a client data gathering and onboarding platform designed for financial advisors to streamline the collection of client information. It offers customizable fact-finders, risk tolerance assessments, and seamless integrations with CRMs and financial planning software to eliminate manual data entry.
How Zenzap Works
Zenzap is the professional work chat app that brings all your team's conversations, files, and tasks together in one place. Keep work and personal life separate and make everything easy to manage.
