In March 2004, Momentum’s team of legal advisers launched Fulcrum – a software application specifically for advisers and at the time, an industry first…
10 October 2023
Like all professionals working in the Financial Services Industry, the MDS Legal Advice Team also had to upskill, upsize, reinvent and grow their offering in order to provide the specialised knowledge and comprehensive support needed.
As of today, the MDS Legal Advice Team consists of 9 specialists, including their leader, Bertie Nel. Together they have an impressive 156 years of experience in the financial services industry and can provide both legal and technical support.
The team provides support to Advisers, Business Consultants and Clients through knowledge share and I-KNOW. They are also responsible for CPD Sessions, Marketing Campaigns and Information Sharing Sessions.
In addition, Bertie and his team worked relentlessly over the past two years to bring their expertise into the digital realm.
In addition to the brand new Fulcrum for Business, the much anticipated e-learning channel, CPD Connect, launches on the momentumconnect.tv platform nexty week as registration opens for our first CPD accredited workshops.
The MDS Legal Advice team are committed to support you and your business, offer specialised knowledge and digital solutions that will make your life easier. Freeing you up so that you can give your client the best advice for a lifetime of financial wellness!
In March 2004, Momentum’s team of legal advisers launched Fulcrum – a software application specifically for advisers and at the time, an industry first.
Fulcrum is a financial needs analysis tool that incorporated the regulatory framework and requirements that advisers had to comply with.
Almost 20 years later, the MDS Legal Adviser team is proud to unveil Fulcrum for Business!
Like its predecessor, the new Fulcrum for Business is a solution that was designed to comply with the new regulatory requirements.
It is available on Via and is completely integrated with the digital workflow of Myriad’s LifeReturns features. Tlhis is a giant step towards providing advisers with a full-featured quotation capability in on place!