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Revenues from Contracts with Customers (Tables)
9 Months Ended
Sep. 30, 2020
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 Company’s business segments for the three months ended September 30, 2020 and 2019:
Private
Banks
Investment
Advisors
Institutional
Investors
Investment
Managers
Investments
In New
Businesses
Total
Major Product Lines:For the Three Months Ended September 30, 2020
Investment management fees from pooled investment products$32,256 $68,287 $13,417 $180 $356 $114,496 
Investment management fees from investment management agreements421 29,761 65,811 — 3,041 99,034 
Investment operations fees446 — — 113,037 — 113,483 
Investment processing fees - PaaS47,393 — — — — 47,393 
Investment processing fees - SaaS27,567 — — 3,479 — 31,046 
Professional services fees5,663 — — 2,016 — 7,679 
Account fees and other1,046 5,141 355 5,134 120 11,796 
Total revenues$114,792 $103,189 $79,583 $123,846 $3,517 $424,927 
Primary Geographic Markets:
United States$74,633 $103,189 $62,699 $116,196 $3,517 $360,234 
United Kingdom25,234 — 12,930 — — 38,164 
Canada10,596 — 1,298 — — 11,894 
Ireland4,329 — 2,526 7,650 — 14,505 
Other— — 130 — — 130 
Total revenues$114,792 $103,189 $79,583 $123,846 $3,517 $424,927 
Private
Banks
Investment
Advisors
Institutional
Investors
Investment
Managers
Investments
In New
Businesses
Total
Major Product Lines:For the Three Months Ended September 30, 2019
Investment management fees from pooled investment products$34,074 $72,150 $13,602 $161 $323 $120,310 
Investment management fees from investment management agreements314 26,240 66,373 — 3,099 96,026 
Investment operations fees434 — — 102,543 — 102,977 
Investment processing fees - PaaS43,462 — — — — 43,462 
Investment processing fees - SaaS34,018 — — 2,789 — 36,807 
Professional services fees3,533 — — 1,398 — 4,931 
Account fees and other1,415 4,643 362 5,295 26 11,741 
Total revenues$117,250 $103,033 $80,337 $112,186 $3,448 $416,254 
Primary Geographic Markets:
United States$76,864 $103,033 $63,405 $104,859 $3,448 $351,609 
United Kingdom24,604 — 12,717 — — 37,321 
Canada10,985 — 1,743 — — 12,728 
Ireland4,797 — 2,310 7,327 — 14,434 
Other— — 162 — — 162 
Total revenues$117,250 $103,033 $80,337 $112,186 $3,448 $416,254 

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 Company’s business segments for the nine months ended September 30, 2020 and 2019:
Private
Banks
Investment
Advisors
Institutional
Investors
Investment
Managers
Investments
In New
Businesses
Total
Major Product Lines:For the Nine Months Ended September 30, 2020
Investment management fees from pooled investment products$95,407 $200,718 $39,628 $536 $1,063 $337,352 
Investment management fees from investment management agreements1,060 83,726 194,445 — 8,912 288,143 
Investment operations fees1,359 — — 328,316 — 329,675 
Investment processing fees - PaaS137,737 — — — — 137,737 
Investment processing fees - SaaS84,783 — — 10,122 — 94,905 
Professional services fees11,535 — — 4,674 — 16,209 
Account fees and other3,858 14,774 1,236 16,167 279 36,314 
Total revenues$335,739 $299,218 $235,309 $359,815 $10,254 $1,240,335 
Primary Geographic Markets:
United States$220,254 $299,218 $185,202 $335,776 $10,254 $1,050,704 
United Kingdom71,938 — 38,034 — — 109,972 
Canada30,723 — 4,327 — — 35,050 
Ireland12,824 — 7,321 24,039 — 44,184 
Other— — 425 — — 425 
Total revenues$335,739 $299,218 $235,309 $359,815 $10,254 $1,240,335 
Private
Banks
Investment
Advisors
Institutional
Investors
Investment
Managers
Investments
In New
Businesses
Total
Major Product Lines:For the Nine Months Ended September 30, 2019
Investment management fees from pooled investment products$100,498 $208,860 $41,062 $550 $957 $351,927 
Investment management fees from investment management agreements1,299 75,526 199,620 — 8,510 284,955 
Investment operations fees1,172 — — 297,342 — 298,514 
Investment processing fees - PaaS130,529 — — — — 130,529 
Investment processing fees - SaaS103,502 — — 7,931 — 111,433 
Professional services fees9,896 — — 4,363 — 14,259 
Account fees and other4,705 13,530 877 15,851 80 35,043 
Total revenues$351,601 $297,916 $241,559 $326,037 $9,547 $1,226,660 
Primary Geographic Markets:
United States$229,207 $297,916 $189,383 $304,711 $9,547 $1,030,764 
United Kingdom75,649 — 39,323 — — 114,972 
Canada32,527 — 5,178 — — 37,705 
Ireland14,218 — 6,977 21,326 — 42,521 
Other— — 698 — — 698 
Total revenues$351,601 $297,916 $241,559 $326,037 $9,547 $1,226,660