PClient AssociatesExecutive Cockpit

Evidence

Drill to the actual records behind every number — the open invoices, the offline devices, the duplicate accounts, the at-risk contracts. Sort, filter, and export the work-list.

Client Associates · FY26 (modeled)
India's largest multi-family office
296 employees · 0+ US sites · 1 countries
Drill-to-record · work-the-list · export

Account source records

The CRM/ERP fragments resolving to each golden customer — spot duplicates, low-confidence merges and term conflicts.

14 of 24 records · $54.2M in viewsource: Customer Master · entity resolution
Golden recordSource systemName as storedSource IDTermsARMatch confMaster
Arora Family OfficeAFA legacy (ERP)Arora Family Office LPAFA-3001Net 30$4.6M97%
Arora Family OfficeGurgaon Tech Park legacyArora Family Office Finance L.P.FC-771Net 45$4.0M91%
Bajaj Institutional FundRFI estimatingAlign TechRFI-4410Net 45$3.3M92%
Chaudhary FamilyCA Compliance Engine legacyChaudhary Family IncTPB-228Net 30$3.0M89%
Gupta EnterprisesRFI estimatingGupta Enterprises CorpRFI-1190Net 30$5.1M95%
Gupta EnterprisesECD legacyGupta EnterprisesECD-330Net 45$4.0M90%
IBMECD legacyInt'l Business MachinesECD-455Net 45$4.5M90%
Sharma GroupRFI estimatingKaiser Foundation Health PlanRFI-3382Net 45$6.0M93%
Singh Business VenturesISC legacyAPIISC-119Net 30$1.9M84%
Sinha & Co.AFA legacy (ERP)Sinha & Co. CorpAFA-4471Net 45$4.4M96%
Sinha & Co.RFI estimatingFederal ExpressRFI-2208Net 30$3.9M92%
Sinha & Co.Ion247 PSASinha & Co. GroundION-882Net 45$4.2M88%
UPSAFA legacy (ERP)UPSAFA-5102Net 30$3.1M95%
UPSIon247 PSAUPS Supply Chain SolutionsION-410Net 45$2.2M86%