Quarterly report pursuant to Section 13 or 15(d)

Revenue and Cost of Revenues - Major Customers (Details)

v3.20.2
Revenue and Cost of Revenues - Major Customers (Details) - Revenue from contract with customer benchmark - Customer concentration risk - Fidelity
3 Months Ended 9 Months Ended
Sep. 30, 2020
Sep. 30, 2019
Sep. 30, 2020
Sep. 30, 2019
Concentration Risk [Line Items]        
Revenue as a percentage of the company's total 15.00% 15.00% 15.00% 15.00%
Envestnet Wealth Solutions        
Concentration Risk [Line Items]        
Revenue as a percentage of the company's total 18.00% 19.00% 18.00% 19.00%