Quarterly report pursuant to Section 13 or 15(d)

Revenue and Cost of Revenues - Major Customers (Details)

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Revenue and Cost of Revenues - Major Customers (Details) - Revenue from contract with customer benchmark - Customer concentration risk - Fidelity
3 Months Ended
Mar. 31, 2021
Mar. 31, 2020
Concentration Risk [Line Items]    
Revenue as a percentage of the company's total 14.00% 15.00%
Envestnet Wealth Solutions    
Concentration Risk [Line Items]    
Revenue as a percentage of the company's total 17.00% 19.00%