Flight Path by Tern4 Jul 2025

More Folders, Restoring Trips, and a Q3 Preview

Happy 4th of July from the Flight Path crew! In this week's episode, David (Tern’s CEO), Molly (Head of Product), and Brad (Head of Design) are celebrating summer—and the avalanche of new features, updates, and future plans at Tern.

And for those curious about where Tern is headed long-term? You’ll hear the team unpack what’s next—from deeper payments infrastructure to potential supplier integrations that could unlock massive advisor efficiencies.

00:00 — Holiday vibes + intros
00:52 — Brad’s week: payments, tacos, and Jack joins Tern
02:50 — Molly’s week: mobile web, form responses, reporting
04:45 — David’s reflections on team growth and Q3 planning
05:25 — The folder frenzy: why advisors are loving this feature
07:10 — Editor rollout preview: what’s changing and how to prep
13:00 — “Trash” feature: recovering deleted trips (and bad jokes)
16:00 — Trip tips: unpublishing, archiving, and custom views
18:59 — New quality-of-life updates (tasks, taxes, accessibility, etc.)
23:38 — What’s coming in Q3: features, reporting, mobile, more
28:59 — Payments and trip funds: how we’re laying the groundwork
35:30 — Supplier integration ideas: eliminating invisible work
37:50 — What’s next week look like + team’s 4th of July plans

Whether you’re working poolside, road-tripping with clients on your mind, or just catching up after the holiday—this episode will keep you in the loop on all things Tern.

Don’t forget to like, subscribe, and drop a comment with your favorite metaphor (or your best folder setup). See you next week on Flight Path!

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Episoder(93)

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