Turn Client Services Into Your Differentiator
Experts in the high net worth and ultra-high net worth client experience
Cygnet is more than a team of specialized Client Service Associates. We partner with your firm and act as your entire client services team—whether you’re a breakaway advisor, a growing RIA, or a multi-family office.
Win Bigger Clients
Confidently win HNW and UHNW clients knowing you have a specialized team to support you.
Serve More Clients
Easily expand your book of business with right-sized support that adjusts to your AUM.
Retain Your Clients
Longer relationships start with great service. We help you earn trust that lasts.
Compete With Ease
We’ve seen firsthand what happens when client services is done right: Loyalty deepens. Referrals multiply. Multi-generational relationships take root.
We started Cygnet to give advisory firms a true client services advantage.
Our team gives you the confidence to land that $100M client and the capacity to close the next. With Cygnet, client services isn't a cost center. It’s a growth engine.
Marcella Toronto, CES, CTFA | Co-Founder
Our Solution
Full Support: A Differentiated Approach
At Cygnet, we’re doing something different. We’ve built out an entire client services team—ready to work for you from day one. You don’t have to train them. You don’t have to manage them. You don’t even have to think about payroll, benefits, or vacation time. We take care of it all.
What you get is the best of both worlds—an outsourced solution that feels just like your own in-house team.
Here are some features that set us apart:
Primary and secondary CSA assignments
Initial onsite integration period & quarterly onsite visits
Daily check-in and checkout process
No need to track hours
At our desks during business hours, prompt response times
Support that scales seamlessly as your business grows
Adherence to your data privacy, cybersecurity, and other relevant compliance policies
Coverage that adjusts to accommodate surges in demand
US-based team, working together at our Utah office
Full Support: Scope of Services
We understand how complex your clients can be—alternative investments, layered entities, trusts, family office needs. Your fully integrated coverage team is built to navigate that complexity, so you can focus on your clients and grow your business.
We live in the details, providing support in the following areas:
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
On-Demand: Project-Based Support
Sometimes you don’t need a comprehensive, long-term solution.
Our On-Demand service gives you immediate access to a highly-skilled extra set of hands, either virtually or onsite, to get your short-term project to the finish line faster.
Possible projects include:
Complex client onboarding
Bulk updates to brokerage accounts
Tax document collection & dissemination
Our team has spent years cultivating a wide range of technology proficiencies which enhance our ability to serve your clients and fully leverage your tech stack.
Frequently Asked Questions
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For our Full Support option, there’s no minimum AUM requirement. If you’re a smaller firm, we’ll start with a flat monthly fee. As your firm grows, you’ll naturally move to our revenue-based pricing.
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Yes. We work directly in your systems and our team is experienced with many of the platforms advisors use. For a Full Support engagement we also take the time during onboarding to familiarize ourselves with your workflows, preferences, and any firm-specific customizations.
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Compliance and data security are built into everything we do. Our co-founder brings over five years of RIA compliance experience, and we follow your firm’s guidance with precision.
Our IT partner specializes in working with financial institutions, and has established controls consistent with the SEC's expectations. We use two-factor authentication, keep all systems up to date, store passwords in a secure locker, and limit client data access to the team members serving your firm.
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We use email addresses and phone numbers belonging to your advisory firm so that every client interaction feels in-house. Our goal is to ensure your clients see us as a part of your team.
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Your journey with Cygnet starts with a short, two-week preparation period. We select your coverage team, set up access for your CSAs, and review your firm and client information. This is “Pre-Day One”—all about getting everything in place before we walk through the door.
Day One is when we go all in. Your primary CSA will spend time (typically one or two weeks) onsite at your office. We work side-by-side, learn how your team operates, understand your style, and get to know your clients’ preferences. It’s the start of a partnership built to last, and often the highlight of the entire onboarding process.
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No, we do not. Instead we offer long-term and project-based solutions.
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We aren't your compliance team, investment team, finance team, or legal team. We aren't estate planning attorneys, we don't trade securities, and we don't provide HR services for your employees.
We stay in our lane which is what helps us stay expert at what we do: client services.
Contact Us
At Cygnet Client Services, we are committed to delivering excellence. Whether you need Full or On-Demand Support, we are here to help.