Why work with a CoPilot?

Save time, skip the stress
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No more late nights, manual data entry, or troubleshooting.
Certified industry expertise
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CoPilots can guide advisor workflows and share best practices in Tern.
Comprehensive support
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From setup and migration to automations and back-office administration, it’s done for you.
Agency-first process
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Approvals and payments can flow through your agency for a smooth, controlled experience.

The onboarding process