Unified Orchestration Across the Client Lifecycle

Expanding possibilities through trusted collaboration.

Our partnership and integration network eliminates the complexity of managing multiple vendor relationships and technical integrations. A single orchestration layer pulls verified data from authoritative sources and pushes compliant customer records into existing technology stacks and downstream systems.

Integrations

Real-time connectivity with your ecosystem.

LAB combines innovative technology with comprehensive financial services experience to improve all aspects of client lifecycle management, which empowers institutions, corporates and SMEs

Automic Group

Automic Group is a trusted leader in technology-driven investor administration and services for Australia’s leading corporates and funds.
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Registry Technology
Featured

Citi

LAB’s technology is provided as an investor onboarding solution to Fund Managers as part of leading Transfer Agency, Fund Accounting, Fund Administration and Custody provider offerings.
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Transfer Agency
Featured

Complii

Complii is an innovative ASX-listed fintech group which specialises in SaaS-based technology that digitises compliance, capital raising and operational functions.
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Compliance Reporting

CreditorWatch

CreditorWatch was founded in 2010 to empower Australian businesses to trade more confidently with their customers.
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Corporate Verification
Featured

Data Zoo

Data Zoo provides the data that powers identity verification globally.
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Identity Verification
Featured

DocuSign

LAB seamlessly connects into a number of prominent customer relationship management (CRM) platforms to enhance the client lifecycle management process.
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CRM and CLM Systems
Featured

Equifax

Equifax holds data on more than 16.4 million credit-active individuals, 3.6 million companies and 3.4 million sole traders throughout Australia.
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Identity Verification
Featured

Equity Trustees

LAB is pre-configured to adhere to the KYC AML/CTF governance that is required to support the Equity Trustees business and its clients.
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Trustee Services

FinClear

The FinClear Group is Australia’s leading independent technology and infrastructure provider for financial markets both listed and private.
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Trading Infrastructure & Services
Featured

Grow Inc

LAB’s technology is provided as an investor onboarding solution to Fund Managers as part of leading Transfer Agency, Fund Accounting, Fund Administration and Custody provider offerings.
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Transfer Agency
Registry Technology

Hubspot

LAB seamlessly connects into a number of prominent customer relationship management (CRM) platforms to enhance the client lifecycle management process.
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CRM and CLM Systems
Featured

IDVerse

IDVerse provides best-in-class ID document verification, incorporating biometrics, liveness, document fraud assessment and optical character recognition.
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Identity Verification
Featured

LexisNexis

LexisNexis is a global information and analytics company that provides data and technology solutions for legal, risk, and business professionals.
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PEP and Sanction List Screening
Featured

MUFG Investor Services

LAB’s technology is provided as an investor onboarding solution to Fund Managers as part of leading Transfer Agency, Fund Accounting, Fund Administration and Custody provider offerings.
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Transfer Agency

Macquarie

LAB connects into leading cash settlement account providers enabling convenient origination and establishment of cash accounts that are linked to customer trading accounts.
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Cash Accounts

Microsoft Dynamics 365

LAB seamlessly connects into a number of prominent customer relationship management (CRM) platforms to enhance the client lifecycle management process.
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CRM and CLM Systems
Featured

PAXUS

PAXUS is a fully integrated solution for global fund administrators.
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Registry Technology

Praemium

LAB helps wealth management organisations to speed up fulfillment by automatically establishing the portfolio account in Praemium.
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Investment Portfolio

SS&C

SS&C Technologies is the world’s largest independent hedge fund and private equity administrator, as well as the largest mutual fund transfer agency.
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Registry Technology

Salesforce

LAB seamlessly connects into a number of prominent customer relationship management (CRM) platforms to enhance the client lifecycle management process.
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CRM and CLM Systems
Featured

State Street

LAB’s technology is provided as an investor onboarding solution to Fund Managers as part of leading Transfer Agency, Fund Accounting, Fund Administration and Custody provider offerings.
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Transfer Agency

Zoho

LAB seamlessly connects into a number of prominent customer relationship management (CRM) platforms to enhance the client lifecycle management process.
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CRM and CLM Systems

m2

m2wealth are a global WealthTech company that provides wealth management solutions for clean data and aggregation with an integration with LAB to facilitate account establishment.
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Investment Portfolio
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Continuously Evolving

Not static solutions—dynamic integration hubs.

The orchestration layer continuously expands to support new data sources, verification methods, and compliance requirements. Integration partnerships grow with regulatory and technology changes without requiring platform updates or disruption to established workflows.

Flexible Integration, Your Way

Tailored outputs and integrations to fit your operations.

Integration methods and data format options to match existing technology infrastructure. Customer records flow into CRMs, portfolio systems, and compliance databases in the structure each operation requires—via APIs, file transfers, or direct connections.

LAB Partnerships & Network

Expanding possibilities through trusted collaboration.

LABForms is more than a powerful form engine—it’s part of an expansive partner ecosystem that connects clients with best-in-class providers across wealth management, identity verification, and compliance. By leveraging our network of established integrations and strategic partnerships, clients benefit from faster deployment, reduced vendor complexity, and future-proofed solutions.

Featured Partnerships

Kyckr

Corporate registry data across 200+ jurisdictions for business verification and beneficial ownership identification to support KYB compliance requirements.

Data Zoo

Global identity verification across 170+ jurisdictions using authoritative data sources. Database checks and document validation support consumer and business identity confirmation worldwide.

KordaMentha

AML/CTF compliance advisory and financial crime expertise. Implementation services and trained personnel support compliance programs, customer onboarding, case management, and regulatory reporting.

Partner with Australia’s most connected onboarding platform

Since 2010, LABform has continued to be refined as a constantly improving customer acquisition platform for financial services providers. Originally, LAB Group’s founders started by building custom solutions for customer acquisition which quickly transformed into a specialist business providing core Software as a Service products – LABform and Application Manager.

Types of LAB Partnerships

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Strategic Alliance Partners

For major technology vendors, consulting firms, and enterprise service providers

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Solution Partners

For complementary technology providers and specialist consultants

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Referral Partners

For professional advisors, industry associations, and networks

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Become a partner

Transform your 
customer journey 
with LAB Group.

Join leading institutions that have modernised their compliance infrastructure and elevated their customer experience. Schedule a demo with our team to explore how LAB Group can transform your operations.