It lives in conversation
What a client cares about comes up in passing, then disappears. It rarely reaches the plan, the portfolio or the grant list.
For wealth advisors, philanthropic advisors & DAF sponsors
Know what your clients care about.
Invite a client, and Chorus hands you a clear, private read of their values before your next conversation.
ChorusADVISORHomeClientsInvitationsInsightsJR
Good afternoon, Jordan Rivera.
Up nextJane Doe’s playback is ready to review.She finished her Chorus yesterday.
Open playbackTake action2 of 4 open
OpenSend a client ChorusA secure link you share your wayCreate link
4 readyReview playbacksIn each client’s own wordsOpen
SoonFind grant matchesValues → opportunitiesNotify me
Example workspace. Jordan Rivera and Jane Doe are fictional.
Your clients’ values are the least-documented part of their wealth.
The DAF book waits
Donor-advised funds hold committed capital, yet few advisors have time to help clients decide where it should go.
It’s table stakes for the next generation
Heirs expect their advisor to know what they want their money to do. As wealth passes to them, values alignment is the baseline, not a bonus.
Cerulli Associates, 2024: $124T expected to transfer through 2048Technology to bring you closer to your client relationships.
ChorusADVISORHomeClientsInvitations
Send a client Chorus
Invite link created for Jane Doe
itschorus.com/invite/••••••••••Copy link
Copy it now. For security it’s shown once. Jane will be asked to consent before you see anything.Marcus LeeRedeemed
Ana TorresExpired
03 — Trust
Your clients stay in control of their data.
Chorus is built on consent. That protects your clients, and it protects you.
You only see a client’s playback after they explicitly agree to share it with you.
Your view is read-only. You can’t change what a client said.
You see only your own clients, never another advisor’s.
Private by default. Your clients’ data is encrypted in transit and at rest, and is never sold or used for advertising.
Asset-agnostic by design
A client’s profile isn’t tied to one product. It carries across asset classes, from public markets to private investments to their DAF, and across providers, from custodians to DAF sponsors.
Bring Chorus to a few of your clients.
We’re onboarding a small group of wealth advisors, philanthropic advisors and DAF sponsors.
Request advisor access