Orchestrate Complex Wealth Onboarding at Scale
Wealth managers require digital infrastructure that handles adviser-led workflows, multi-party approvals, and sophisticated entity structures—from individual investors through trusts, SMSFs, companies, and partnerships. LAB delivers white-labelled onboarding that reduces time-to-AUM while maintaining the concierge experience your high-value clients expect.
Adviser-Led Workflows Built for Wealth Distribution
Streamline adviser-initiated onboarding with intelligent workflows that improve submission quality and reduce back-office remediation cycles.
Multi-Party Orchestration for Adviser Networks
- Adviser concierge mode enables advisers to draft and submit applications on behalf of clients, triggering automated multi-party approval workflows across joint account holders, trustees, and authorised signatories.
- Intelligent form validation improves adviser submission quality, reducing incomplete applications and back-office remediation cycles that delay client activation.
- Configurable approval chains orchestrate sequential review across adviser, compliance, and operations teams with full audit trails for regulatory oversight.
Handle Complex Entity Structures Without Manual Intervention
- Automated entity onboarding captures trusts, SMSFs, companies, and partnerships with configurable workflows that adapt to structure complexity and beneficial ownership requirements.
- Beneficial ownership transparency tools navigate layered entity structures, automatically collecting ultimate beneficial owner information and corporate control hierarchies.
- Multi-jurisdictional verification supports investors with offshore assets, foreign entity structures, and cross-border compliance obligations including FATCA and CRS reporting.
Accelerate Time-to-AUM & Scale Operations Efficiently
- Faster client activation reduces time-to-invest, accelerating conversion of prospects into revenue-generating AUM while maintaining compliance obligations.
- Native integrations with wealth platforms (HUB24, Praemium, Netwealth, Xplan) enable straight-through processing from onboarding through portfolio establishment and registry updates.
- Bulk operations support high-volume scenarios including adviser book transfers, dealer group consolidations, and market-driven onboarding surges without proportional staff increases.
White-Labelled Experience & Enhanced Compliance
- Fully branded portals maintain your firm's identity throughout the onboarding journey—no third-party branding visible to clients or advisers.
- Automated FATCA and CRS data collection meets international reporting obligations without manual data entry or spreadsheet compilation.
- Continuous PEP, sanctions, and adverse media screening protects your firm from reputational risk while maintaining audit-ready evidence trails for regulator reviews.
Connected to the Platforms You Already Use
Purpose-built integrations with Australian wealth platforms, registries, and adviser management systems ensure seamless data flow from onboarding through investment execution.
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Real Results in Action
Discover how leading firms in your sector have transformed their compliance operations and streamlined their workflows with LAB Group's tailored solutions. Explore real-world implementations that demonstrate measurable improvements in efficiency, risk management, and regulatory adherence.
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