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Revenues from Contracts with Customers (Tables)
3 Months Ended
Mar. 31, 2021
Revenue from Contract with Customer [Abstract]  
Disaggregation of Revenue
The following tables provide additional information pertaining to our revenues disaggregated by major product line and primary geographic market based on the location of the use of the products or services for each of the business segments for the three months ended March 31, 2021 and 2020:
Private
Banks
Investment
Advisors
Institutional
Investors
Investment
Managers
Investments
In New
Businesses
Total
Major Product Lines:For the Three Months Ended March 31, 2021
Investment management fees from pooled investment products$32,564 $72,654 $14,088 $59 $329 $119,694 
Investment management fees from investment management agreements473 34,714 69,943 — 3,386 108,516 
Investment operations fees369 — — 125,161 — 125,530 
Investment processing fees - PaaS50,876 — — — — 50,876 
Investment processing fees - SaaS27,810 — — 3,706 — 31,516 
Professional services fees4,407 — — 1,147 — 5,554 
Account fees and other1,109 5,926 468 6,346 151 14,000 
Total revenues$117,608 $113,294 $84,499 $136,419 $3,866 $455,686 
Primary Geographic Markets:
United States$75,095 $113,294 $66,720 $127,016 $3,866 $385,991 
United Kingdom26,665 — 13,729 — — 40,394 
Canada11,482 — 1,302 — — 12,784 
Ireland4,366 — 2,619 9,403 — 16,388 
Other— — 129 — — 129 
Total revenues$117,608 $113,294 $84,499 $136,419 $3,866 $455,686 
Private
Banks
Investment
Advisors
Institutional
Investors
Investment
Managers
Investments
In New
Businesses
Total
Major Product Lines:For the Three Months Ended March 31, 2020
Investment management fees from pooled investment products$32,844 $70,180 $13,317 $193 $359 $116,893 
Investment management fees from investment management agreements347 27,420 65,710 — 2,963 96,440 
Investment operations fees475 — — 106,201 — 106,676 
Investment processing fees - PaaS46,153 — — — — 46,153 
Investment processing fees - SaaS29,169 — — 3,251 — 32,420 
Professional services fees2,715 — — 1,274 — 3,989 
Account fees and other1,518 4,721 176 5,710 66 12,191 
Total revenues$113,221 $102,321 $79,203 $116,629 $3,388 $414,762 
Primary Geographic Markets:
United States$74,014 $102,321 $62,089 $108,443 $3,388 $350,255 
United Kingdom24,359 — 12,824 — — 37,183 
Canada10,401 — 1,598 — — 11,999 
Ireland4,447 — 2,530 8,186 — 15,163 
Other— — 162 — — 162 
Total revenues$113,221 $102,321 $79,203 $116,629 $3,388 $414,762