Annual report pursuant to Section 13 and 15(d)

Business Acquisitions (Details)

v3.20.4
Business Acquisitions (Details)
 1 Months Ended 3 Months Ended 12 Months Ended
Mar. 03, 2020
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Mar. 02, 2020
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Feb. 18, 2020
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May 01, 2019
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executive
shares
Apr. 01, 2019
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Jan. 02, 2019
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Jan. 02, 2018
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Dec. 31, 2019
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Mar. 31, 2020
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Dec. 31, 2020
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Dec. 31, 2019
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Dec. 31, 2018
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Mar. 31, 2018
Business Acquisition [Line Items]                          
Acquired intangible asset amortization                   $ 73,559,000 $ 68,452,000 $ 53,856,000  
Fair market value adjustment to contingent consideration liability                   3,105,000 8,126,000 0  
Goodwill               $ 879,850,000   906,773,000 879,850,000 519,102,000  
Ownership interest                         43.00%
Private Financial Technology Design Company                          
Business Acquisition [Line Items]                          
Ownership interest 45.00%                        
Folio Dynamics                          
Business Acquisition [Line Items]                          
Cash consideration             $ 193,135,000            
Revenue since acquisition                       68,122,000  
Net income (loss) since acquisition                       (13,777,000)  
Acquired intangible asset amortization                       $ 17,908,000  
Goodwill             $ 79,891,000            
Private AI Company                          
Business Acquisition [Line Items]                          
Cash consideration           $ 11,173,000              
Contingent consideration liability           7,580,000              
Fair market value adjustment to contingent consideration liability               $ 8,126,000          
Expected tax deductible amount                   0      
Consideration transferred           25,063,000              
Goodwill           $ 21,507,000              
PortfolioCenter                          
Business Acquisition [Line Items]                          
Cash consideration         $ 17,500,000                
Revenue since acquisition                     6,705,000    
Net income (loss) since acquisition                     (2,568,000)    
Acquired intangible asset amortization                     1,459,000    
Contingent consideration liability         8,200,000                
Expected tax deductible amount         15,587,000                
Consideration transferred         25,700,000                
Goodwill         $ 15,587,000                
PIEtech                          
Business Acquisition [Line Items]                          
Cash consideration       $ 298,714,000                  
Revenue since acquisition                     30,315,000    
Net income (loss) since acquisition                     (12,374,000)    
Acquired intangible asset amortization                     17,634,000    
Retention bonus pool       $ 30,000,000                  
Cash retention payments                   3,345,000 5,920,000    
Expected cash bonus payment                   5,300,000      
Cash bonus payments                   3,050,000      
Number of executives granted membership interests | executive       2                  
Membership interests, grant date fair value       $ 8,900,000                  
Acquisition related costs                     $ 16,738,000    
Consideration transferred       514,838,000                  
Goodwill       323,951,000                  
Private Technology Company                          
Business Acquisition [Line Items]                          
Fair market value adjustment to contingent consideration liability                   $ 3,105,000      
Expected tax deductible amount     $ 0                    
Consideration transferred     2,343,000                    
Additional contingent consideration     6,750,000                    
Contingent consideration     5,239,000                    
Goodwill     7,019,000                    
Acquired intangible assets     $ 1,000,000                    
Private Cloud Technology Company                          
Business Acquisition [Line Items]                          
Expected tax deductible amount   $ 10,932,000                      
Consideration transferred   11,968,000                      
Goodwill   $ 10,932,000                      
Private Financial Technology Design Company                          
Business Acquisition [Line Items]                          
Expected tax deductible amount $ 6,232,000                        
Consideration transferred 5,946,000                        
Goodwill 9,241,000                        
Acquired intangible assets 2,000,000                        
Estimated value of acquiree $ 11,026,000                        
Remeasurement gain                 $ 4,230,000        
Equity Plan | PIEtech                          
Business Acquisition [Line Items]                          
Cash retention payments       $ 8,800,000                  
Equity Plan | Restricted Stock Units and Performance Stock Units | PIEtech                          
Business Acquisition [Line Items]                          
Future grant date       60 days                  
Shares authorized for issuance (in shares) | shares       301,469                  
Equity plan shares authorized (in shares) | shares                   100,000      
Equity Plan | Restricted Stock Units (RSUs) | PIEtech                          
Business Acquisition [Line Items]                          
Equity plan shares issued (in shares) | shares                   177,000      
Equity Plan | Performance Shares (PSUs) | PIEtech                          
Business Acquisition [Line Items]                          
Equity plan shares issued (in shares) | shares                   25,000      
Common Stock | PIEtech                          
Business Acquisition [Line Items]                          
Equity interest issued (in shares) | shares       3,184,713