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Copy - Davy Usage Stats 2023

David Scholes

Created on February 14, 2024

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Transcript

Look at what you're not using

Who are the power users?

Analytics Users

+ INFO

Jan 2023 - Jan 2024

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

Charting

Most Used Feature

Where are the acocunts being used?

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

Analytics Access

Usage Stats 2023

YouTube
YouTube
YouTube

XPlan

Risk Profile

CashCalc

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?

Features to Consider?

Different ways to extract value
  • Integrations - you only imported 83 portfolios
  • Risk Profiler - you didn't use our risk profiler
  • CashCalc - you don't use our cashflow tool

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

Usage by Month

Number of Actions Vs Instruments