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Business Segment Information - Schedule of Financial Information About Business Segments (Details) - USD ($)
$ in Thousands
 3 Months Ended 9 Months Ended
Sep. 30, 2025
Sep. 30, 2024
Sep. 30, 2025
Sep. 30, 2024
Segment Reporting Information [Line Items]        
Total revenue $ 578,511 $ 537,396 $ 1,689,456 $ 1,567,961
Operations & services 212,410 199,006 626,378 585,803
Sales, marketing & client service 44,446 42,408 132,723 128,311
Technology services & infrastructure 54,051 50,229 160,951 147,061
Strategic initiatives & new business development 50,649 50,831 146,350 153,004
Other segment expenses 14,200 13,184 38,583 38,589
Segment profit (loss) 202,755 181,738 584,471 515,193
Investment Managers        
Segment Reporting Information [Line Items]        
Total revenue 207,050 184,607 594,165 537,128
Operations & services 89,335 82,140 263,945 241,176
Sales, marketing & client service 11,240 9,515 31,573 29,236
Technology services & infrastructure 12,887 11,008 39,407 31,752
Strategic initiatives & new business development 8,316 8,584 20,987 25,569
Other segment expenses 4,156 2,871 8,869 7,222
Segment profit (loss) 81,116 70,489 229,384 202,173
Private Banks        
Segment Reporting Information [Line Items]        
Total revenue 143,994 138,734 423,157 401,272
Operations & services 54,044 50,749 157,576 147,120
Sales, marketing & client service 10,723 9,928 29,756 31,241
Technology services & infrastructure 28,809 27,754 85,412 81,540
Strategic initiatives & new business development 21,305 21,317 65,185 63,437
Other segment expenses 5,882 5,349 16,307 16,623
Segment profit (loss) 23,231 23,637 68,921 61,311
Investment Advisors        
Segment Reporting Information [Line Items]        
Total revenue 147,465 126,836 421,234 370,141
Operations & services 46,211 40,121 130,048 118,707
Sales, marketing & client service 8,819 8,122 28,251 21,175
Technology services & infrastructure 9,074 8,590 26,849 25,260
Strategic initiatives & new business development 13,389 11,790 37,191 36,437
Other segment expenses 1,635 1,529 5,045 4,484
Segment profit (loss) 68,337 56,684 193,850 164,078
Institutional Investors        
Segment Reporting Information [Line Items]        
Total revenue 71,826 71,626 209,675 214,911
Operations & services 21,010 21,217 62,401 64,048
Sales, marketing & client service 9,820 10,162 29,574 32,438
Technology services & infrastructure 1,678 1,504 4,810 4,442
Strategic initiatives & new business development 4,168 3,210 8,994 10,200
Other segment expenses 1,392 1,758 4,016 5,258
Segment profit (loss) 33,758 33,775 99,880 98,525
Investments In New Businesses        
Segment Reporting Information [Line Items]        
Total revenue 8,176 15,593 41,225 44,509
Operations & services 1,810 4,779 12,408 14,752
Sales, marketing & client service 3,844 4,681 13,569 14,221
Technology services & infrastructure 1,603 1,373 4,473 4,067
Strategic initiatives & new business development 3,471 5,930 13,993 17,361
Other segment expenses 1,135 1,677 4,346 5,002
Segment profit (loss) $ (3,687) $ (2,847) $ (7,564) $ (10,894)