Built on client service.
Trusted for execution.
Specialists in wealth management transitions, operational initiatives, and the high-net-worth client experience.
Great client experiences are built behind the scenes.
Today, advisory firms, multi-family offices, and financial institutions rely on our team to provide the operational expertise and execution support needed during periods of growth, change, and transition.
Transition Support
Transition support involves more than paperwork and asset transfers.
Transitions require coordination, adaptability, and attention to detail. Cygnet combines wealth management experience with proven project management expertise to help firms navigate change with confidence.
WHY FIRMS CHOOSE CYGNET
Approved Custodian Relationships
Approved vendor relationships with Fidelity and Goldman Sachs, backed by a strong commitment to compliance, data security, and operational excellence.
Built for Complexity
Our experience spans a wide range of account structures and client scenarios, from individual and retirement accounts to trusts, alternative investments, securities-backed loans, and layered entities.
Collaborative Team Model
Employee-only team working together in the same Utah office, providing the real-time coordination, accountability, and responsiveness that complex projects require.
SUPPORTING TRANSITIONS FROM MAJOR CUSTODIANS
Whether assets are moving from Wells Fargo, UBS, Morgan Stanley, Merrill Lynch, Stifel, or another platform, Cygnet provides the operational support to keep the transition on track.
HOW WE HELP
Data gathering, analysis, and clean up
Account opening and asset transfer paperwork preparation and submission
Progress tracking; support for client follow-up
Assistance with NIGO resolution
Coordination with advisory team and project management throughout
“We know transitions are often a once-in-a-lifetime event for advisors, and everything we do is designed to deliver a smooth, high-quality experience.”
Operational Initiatives
Many firms know where they want to go but need help getting there.
Whether implementing new systems, improving processes, or addressing operational challenges, Cygnet provides the expertise and execution support to move projects forward.
WHERE WE HELP
The projects that tend to stall aren’t the simple ones. They are the ones that cut across teams, require institutional knowledge, or demand a level of operational precision that’s hard to maintain when your team is focused on running the business. That’s exactly where Cygnet works best.
AREAS OF ENGAGEMENTS
Large-Scale Conversions
Cygnet supported a multi-billion dollar custodial conversion project with advisory teams across the country, coordinating paperwork requirements, repapering, and transfer tracking on an accelerated timeline.
Operational Backlog Reduction
When a fast-growing advisory firm fell months behind on documentation and processing, Cygnet cleared the backlog and handed the internal operations team back its capacity.
Platform Implementation Support
Scaling a firm requires the right operational foundation. Cygnet has stepped in to help firms build it, configuring CRMs, building workflows, establishing onboarding processes, and making sure billing, file storage, and operational documentation are all in place.
“Cygnet helps advisory firms and wealth management organizations execute important operational initiatives that support growth, efficiency, and the client experience.”
Back Office Services
Designed for firms serving high-net-worth clients, where accuracy and attention to detail are essential.
Cygnet provides temporary operational capacity while firms build their own team, onboard new staff, work through a backlog, navigate a transition, or manage a period of increased demand.
Back Office Coverage
Custodian Paperwork
Private Investments Administration
Money Movement
New Client Onboarding
Client Meeting Support
Tax Document Tracking & Dissemination
“Strong operational support helps firms maintain continuity, preserve the client experience, and keep important work moving forward.”
EXPERIENCE ACROSS THE INDUSTRY
Logos displayed for informational purposes only."Before founding Cygnet, our team spent years building expertise in client service, operations, and business leadership. We saw what was possible when the right people worked together with a shared commitment to doing things the right way, and that's what led us to build something of our own.
Today, we approach every engagement with the same care and sense of responsibility that inspired us to start Cygnet. The trust our clients place in us, especially on their most important projects, is something we never take lightly."
Frequently asked questions
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The earlier the better. While support is often focused on account opening and asset transfers, early planning can help identify operational considerations, establish timelines, and prepare for a smoother transition.
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Yes. We've supported a range of engagements, from smaller advisor moves to large-scale custodial conversion projects involving multiple advisors and significant asset volumes
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Yes. Depending on the engagement, support can be delivered remotely, onsite, or through a combination of both.
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Cygnet is not a staffing agency. We provide managed operational support delivered by experienced team members who are recruited, trained, and managed by Cygnet.
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Yes. Our team works within your established workflows, technology stack, and operational procedures.