Tern

Helpful resources for advisors and agency owners to leverage new and improved capabilities in Tern announced during the December 4, 2025 webinar.

Product Launch Webinar: December 4, 2025

Everything Tern shipped in Q1 2026, organized so you can find what matters most for your workflow.

What we launched at the Q1 2026 webinar

Everything Tern shipped in Q2 2026, organized so you can find what matters most to your workflow.

What we launched at the June 2026 webinar

Abby DeVito

Ellen Longley

Ken Ducusin

Helpful resources for new and improved capabilities in Tern announced at our quarterly webinars

Product Webinars

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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