Quarterly report pursuant to Section 13 or 15(d)

Revenue - Major Customers (Details)

v3.20.1
Revenue - Major Customers (Details) - Revenue from contract with customer benchmark - Customer concentration risk - Fidelity
3 Months Ended
Mar. 31, 2020
Mar. 31, 2019
Concentration Risk [Line Items]    
Revenue as a percentage of the company's total 15.00% 16.00%
Envestnet Wealth Solutions    
Concentration Risk [Line Items]    
Revenue as a percentage of the company's total 19.00% 20.00%