Group Travel Feature Launch: Tern has officially launched its first group travel feature, allowing advisors to create group trip "shells" with subtrips and centralized settings. This feature offers a streamlined way to organize group itineraries, with more incremental updates to come.

New Financial Tools in Development: David and Molly share insights from Money20/20 in Las Vegas, where they explored best practices for building secure, scalable financial tools. They discuss Tern’s vision for handling agency back-office needs, including secure payment flows, commission tracking, and payroll—setting the stage for a complete back-office solution in 2024.

Consortia Partnerships: Responding to advisor feedback, Tern is actively working on partnerships with major consortia like Signature, Virtuoso, and others to streamline data sharing and access to preferred supplier benefits. David explains the expected timeline and benefits, including future data sync capabilities for easy reporting and access to preferred rates.

Continuous Design Enhancements: Brad highlights recent UX updates, including a refined task table design and email scheduling capabilities, both aimed at improving workflow efficiency and organization for advisors.