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Business Segment Information - Schedule of Financial Information About Business Segments (Details) - USD ($)
$ in Thousands
 3 Months Ended 6 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2025
Jun. 30, 2024
Segment Reporting Information [Line Items]        
Total revenue $ 559,601 $ 518,986 $ 1,110,945 $ 1,030,565
Operations & services 210,770 194,569 413,967 386,796
Sales, marketing & client service 45,756 43,982 88,277 85,904
Technology services & infrastructure 54,030 48,370 106,900 96,832
Strategic initiatives & new business development 46,969 50,777 95,702 102,174
Other segment expenses 12,923 11,438 24,383 25,404
Segment profit (loss) 189,153 169,850 381,716 333,455
Investment Managers        
Segment Reporting Information [Line Items]        
Total revenue 195,067 179,868 387,115 352,521
Operations & services 88,371 80,662 174,610 159,036
Sales, marketing & client service 10,501 9,894 20,333 19,721
Technology services & infrastructure 13,768 10,289 26,520 20,744
Strategic initiatives & new business development 6,283 8,996 12,671 16,985
Other segment expenses 2,713 1,446 4,713 4,351
Segment profit (loss) 73,431 68,581 148,268 131,684
Private Banks        
Segment Reporting Information [Line Items]        
Total revenue 141,449 132,401 279,163 262,538
Operations & services 53,245 48,109 103,531 96,371
Sales, marketing & client service 10,122 10,539 19,032 21,313
Technology services & infrastructure 28,268 26,881 56,603 53,786
Strategic initiatives & new business development 21,500 20,862 43,880 42,120
Other segment expenses 5,589 5,499 10,427 11,274
Segment profit (loss) 22,725 20,511 45,690 37,674
Investment Advisors        
Segment Reporting Information [Line Items]        
Total revenue 137,193 120,587 273,769 243,305
Operations & services 42,799 39,535 83,837 78,586
Sales, marketing & client service 10,237 7,833 19,432 13,053
Technology services & infrastructure 8,908 8,341 17,775 16,670
Strategic initiatives & new business development 12,094 12,100 23,802 24,648
Other segment expenses 1,763 1,144 3,410 2,954
Segment profit (loss) 61,392 51,634 125,513 107,394
Institutional Investors        
Segment Reporting Information [Line Items]        
Total revenue 69,343 71,507 137,849 143,285
Operations & services 20,718 21,208 41,391 42,831
Sales, marketing & client service 10,099 10,783 19,755 22,276
Technology services & infrastructure 1,584 1,461 3,132 2,938
Strategic initiatives & new business development 2,268 3,406 4,827 6,991
Other segment expenses 1,188 1,568 2,622 3,499
Segment profit (loss) 33,486 33,081 66,122 64,750
Investments In New Businesses        
Segment Reporting Information [Line Items]        
Total revenue 16,549 14,623 33,049 28,916
Operations & services 5,637 5,055 10,598 9,972
Sales, marketing & client service 4,797 4,933 9,725 9,541
Technology services & infrastructure 1,502 1,398 2,870 2,694
Strategic initiatives & new business development 4,824 5,413 10,522 11,430
Other segment expenses 1,670 1,781 3,211 3,326
Segment profit (loss) $ (1,881) $ (3,957) $ (3,877) $ (8,047)