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Copy - Davy Usage Stats 2023

David Scholes

Created on February 14, 2024

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Transcript

Usage Stats 2023

Analytics Access

Most Used Feature

Analytics Users

Where are the acocunts being used?
Charting
Who are the power users?

Jan 2023 - Jan 2024

You have 6 accounts being used by Davy Private clients, 1 account being used by ICubed and 2 accounts being used by Davy AM

Your group created over 11,000 bits of output in 2023 with line charts being the most popular featre

Look at what you're not using

+ INFO

Features to Consider?

Different ways to extract value

Our ecosystem is so vast that there are features that you may not be aware of that could deliver a lot of value if you considered adopting them: Some features you might want to explore?

  • Integrations - you only imported 83 portfolios
  • Risk Profiler - you didn't use our risk profiler
  • CashCalc - you don't use our cashflow tool
YouTube
YouTube
YouTube

CashCalc

Risk Profile

XPlan

Usage by Month

Number of Actions Vs Instruments

An illustration of the amount of instruments your group used (funds) and the amount of actions undertaken (chart/portfolios/table etc)