Built on client service.
Trusted for execution.
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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 their strategic partners 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.
Integrated Team Approach
Employee-only team based in Utah, working together daily to provide the coordination, accountabuility, 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 needed to help keep the transition on track.
HOW WE HELP
Data gathering, analysis, and clean up
Account opening and asset transfer paperwork preparation and submission
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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 get firms to the finish line.
WHERE WE HELP
Cygnet steps in wherever operational work outpaces internal capacity — cleaning up and validating data, driving process-improvement efforts, and clearing operational backlogs. The team also supports platform implementations, reporting and documentation projects, and workflow design and optimization, along with the kind of business-critical initiatives that never fit neatly into anyone's day job.
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 — and kept every moving part on schedule.
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
Firms engage Cygnet to help implement the operational infrastructure needed to support future growth. Our team has assisted firms with CRM implementation, billing configuration, workflow development, client onboarding processes, file storage systems, and operational documentation.
“Cygnet helps advisory firms and wealth management organizations execute important operational initiatives that support growth, efficiency, and the client experience.”
Back Office Services
Exceptional client service requires experienced people, consistent processes, and the capacity to support clients as your business grows.
Cygnet provides dedicated client service support for advisory firms serving high-net-worth and ultra-high-net-worth clients. Our team integrates with your firm and helps create the operational foundation needed to deliver a consistent client experience.
INCLUDED WITH FULL SUPPORT
CRM Optimization & Management
Custodian Paperwork
Private Investments Administration
Money Movement
New Client Onboarding
Coordination with Client Attorneys, Accountants, etc.
Client Meeting Support
Tax Document Tracking & Dissemination
Special Occasion Gifts & Cards
Limited Family Office Services
“We’ve seen firsthand what happens when client service is done right: stronger relationships, greater capacity, and more time for advisors to focus on growth.”
EXPERIENCE ACROSS THE ECOSYSTEM
Experience with leading custodians and technology platforms
When firms have the right operational support during periods of growth and change, transitions stay on track, teams remain focused, and clients continue to receive the experience they expect.
Whether it is an asset transfer, a capacity constraint, or a critical business initiative, success often depends on having the right people in place behind the scenes. The details matter. The follow-through matters.
That is where Cygnet comes in. We provide operational expertise and additional capacity to help advisory firms and wealth management organizations navigate important moments with confidence.
GOOD TO KNOW
Frequently asked questions
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Firms typically engage Cygnet during periods of growth, transition, increased workload, or when additional operational expertise is needed.
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We support asset transfers, operational initiatives, client service functions, process improvement efforts, and other business-critical projects.
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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.
Whether you need support for an asset transfer, operational initiative, or client service function, we'd love to learn more about your needs.