Legato Joins Forces With Tern to Raise Bar on Tech Offerings

Image: The Tern partnership is designed to provide Legato advisors with a seamless technology experience. (Source: oselote/Adobe)
Image: The Tern partnership is designed to provide Legato advisors with a seamless technology experience. (Source: oselote/Adobe)
Claudette Covey
by Claudette Covey
Last updated: 11:55 AM ET, Thu October 30, 2025

The host agency Legato has joined forces with Tern, a technology platform customized for travel advisors, designed to streamline operations, automate workflows, track commissions and more.  

“Through this partnership, Legato advisors receive introductory access to Tern, direct integration with their proprietary solution, MontisPro, pre-built Tern stacks and exclusive pricing designed specifically for Legato partners,” the host agency said

“By integrating Tern and Montis, we’re creating a seamless experience for Legato agents – eliminating invisible work and empowering them to focus on what matters most,” said Legato Owner and President Jonathan Morris.

“As Tern’s first host partner, we’re proud to join forces on the leading edge of travel technology, modernizing the industry together with these innovative platforms.”

David Shull, CEO of Tern, noted that Legato “truly champions their advisor.”

“They were the first large agency to extend discounted access to Tern, and that forward-thinking spirit shows up in everything they do,” he said.

“We’re thrilled to help their advisors experience how Tern’s technology can simplify their operations and free up time to focus on what they do best: serving clients,” Shull added.


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