01 / Advisor mobile app

Stay on track, away from your desk.

Pull up a trip, find a client, and publish updates in seconds.

Tern mobile app home: today's tasks and trips to jump back into
Searching for a client by name in the Tern mobile app
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See your business at a glance

Start with a clear view of today's tasks and upcoming trips. Know what needs your attention next.

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Quickly edit while on the go

Plans change. Review the details and publish trip updates without making your clients wait.

Try the advisor app in open beta.

Install the public test build on iPhone or Android and tell us what you think.

How to install the beta

02 / Email marketing suite

Give past clients a reason to book again.

Turn the trips and interests you already know into personal campaigns, with a little help from Tern AI.

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Find the right audience

Reach the right clients using trip history, travel dates, and birthdays.

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Make every email feel like you

Draft with Tern AI. Make it yours with your colors, fonts, and style.

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See what sparks their interest

Track opens and clicks, and grow your audience with opt-in forms.

Learn how to win at email marketing. ·

Join Tern and Kaytee Fisher of Moxie & Fourth to create newsletters your clients actually open.

Save your spot

03 / More efficient Tern AI

Get more out of Tern AI. Like, 26× more.

More room to plan trips, connect with clients, and get the details off your plate.

Plan more trips with more efficient AI chat.

Build itineraries and draft client emails with AI chat that gets 26× more done on your current plan.

Tern AI adding destination images to a client itinerary

Never forget a detail with unlimited AI Notetaker

Let Notetaker capture the details. Included in every plan, with no usage counted toward your AI limits.

Tern AI drawing on past client notes, forms, and trips to prepare for a conversation

04 / Curated hotel library

Find their perfect stay without breaking your flow.

Explore thousands of curated hotels, compare your options, and add a stay right to the itinerary.

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Find the right location

Explore hotels on a map, with curated photos and descriptions.

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Narrow down the possibilities

Filter by rating, brand, and amenities to find the right fit.

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Keep your go-to stays close

Find your saved hotels and agency favorites right where you plan.

05 / Hotels by Tern

From the perfect stay to commission paid.

Live hotel quotes, automatic booking, and guaranteed agency commission—opt-in per agency.

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From live quote to booked

Clients pay in Tern. Their hotel books automatically.

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Commission within 7 days

Guaranteed after checkout. Auto-reconciled with Tern commissions.

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Care behind every stay

24/7 support. Every reservation preconfirmed before arrival.

Meet your new way to book hotels.

See how Hotels by Tern connects the stay to the commission.

UC2026 / On demand

Our biggest launch yet. See it for yourself.

Catch the highlights, or watch the full keynote from New Orleans.

Watch the launch

The highlights: Hotels by Tern, email marketing, and the advisor mobile app.

Watch the keynote

The full keynote, live from Tern User Conference 2026 in New Orleans.

Don't just take our word for it.

The questions you're really asking.

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Most all-in-one platforms are built for one part of the industry and force the other to adapt. Tern was built to serve both advisors and agency owners from day one. Advisors actually use it, which means agencies get clean data and systems that work at scale.

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Solo advisors use Tern. So do hosts with thousands of ICs. The platform handles multi-layer commission structures, credential management, and reporting at any scale. If you're a larger organization, we can walk you through how agencies your size use Tern.

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Tern makes it easy to switch from your current system. For individual advisors, you can start same day to move your contacts and bookings directly in the product. For agencies, we'll work with you to define an efficient launch timeline that works for you and your advisors to set you up for success. We provide options for hands-on support for agencies and for larger hosts migrating from legacy systems, we run phased rollouts with dedicated migration assistance. You won't lose momentum.

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You own your data. Export it anytime. We don't hold your business hostage. But we're pretty sure you'll love it here.

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In many cases, yes. Tern works with a wide range of consortia and host relationships, though specific integrations and workflows can vary. Our team can quickly confirm what's supported for your setup.

What could you do with more time?

Spend less of your day managing the details—and more of it building the business you want.