PClient AssociatesExecutive Cockpit
On this pageDevice records

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
🌐 Enterprise 360 modules· on EvidenceBrowse all 31 views ▾
✅ Todayyour decision queue📨 Activity & Digestaudit trail · @mentions🧭 360 Directoryall views by persona🗺 Guided Journeyspersona flows · step-by-step🛰 Control Towercommand center🎯 Strategy & Goals4 pillars · OKRs💎 Value Creation DashboardPE thesis · exit🤖 AI Agentsrecommend & act🌐 Enterprise 360the consolidated pane📈 Sales / Pipeline 360funnel · forecast🏛 Company Hierarchyorg · brands · entities📍 Site / Asset 360site twin · health · compliance👥 Customer 360accounts · cross-sell🧩 Customer Mastergolden record · MDM💰 Finance 360P&L · cohorts💵 Cash 360DSO · AR · treasury🧬 Ontology & Meshlogical layer · data products▤ Evidencedrill-to-record · export🩺 Data Healthfreshness · lineage
↗ Where this connects — act / drill across
✅Today· back to the decision queue💵Cash 360· the AR aggregate🧩Customer Master· resolve the duplicates🩺Data Health· how fresh is this source?
💵Overdue receivables📟Device health & cyber🧩Duplicate / unresolved accounts🔁Contracts & renewals🎯Cross-sell whitespace
Drill-to-record · work-the-list · export

Device records

The installed base behind site health & cyber posture — what's offline, degraded, or below firmware baseline.

40 of 40 recordssource: Device telemetry · Miles PMS monitoring bus
Sample of the degraded/at-risk estate; full monitored base ≈ 412k devices.
TagOfficeBrandSolutionModelFirmwareBaselineHealthCyberLast seen
FIR-101Birmingham, ALCA Investment BankingFireNotifier NFS2-3030v4.1.2v5.2.0offlinePatch required3d 4h ago
SEC-105Birmingham, ALCA Investment BankingSecurityAxis P3265-LVv4.1.2v5.2.0offlinePatch required3d 4h ago
FIR-108Orlando, FLStar Asset Security / Ion247FireNotifier NFS2-3030v4.1.2v5.2.0offlinePatch required3d 4h ago
SEC-109Orlando, FLStar Asset Security / Ion247SecurityAxis P3265-LVv5.3.0v5.2.0offlineOK3d 4h ago
AV-111San Jose, CAClient Associates Multi-Family OfficeAVCompliance Engine NVX-360v5.3.0v5.2.0offlineOK3d 4h ago
FIR-112San Jose, CAClient Associates Multi-Family OfficeFireNotifier NFS2-3030v4.1.2v5.2.0offlinePatch required3d 4h ago
FIR-119Tulsa, OKCA Real Estate AdvisoryFireNotifier NFS2-3030v4.1.2v5.2.0offlinePatch required3d 4h ago
SEC-120Tulsa, OKCA Real Estate AdvisorySecurityAxis P3265-LVv4.1.2v5.2.0offlinePatch required3d 4h ago
AV-122Columbus, OHMiles PMSAVCompliance Engine NVX-360v5.3.0v5.2.0offlineOK3d 4h ago
FIR-123Columbus, OHMiles PMSFireNotifier NFS2-3030v4.1.2v5.2.0offlinePatch required3d 4h ago
AV-126Atlanta, GAClient AssociatesAVCompliance Engine NVX-360v5.3.0v5.2.0offlineOK3d 4h ago
FIR-130Atlanta, GAClient AssociatesFireNotifier NFS2-3030v4.1.2v5.2.0offlinePatch required3d 4h ago
AV-133Exton (Philadelphia), PACA Compliance EngineAVCompliance Engine NVX-360v5.3.0v5.2.0offlineOK3d 4h ago
FIR-134Exton (Philadelphia), PACA Compliance EngineFireNotifier NFS2-3030v4.1.2v5.2.0offlinePatch required3d 4h ago
SEC-136Chicago, ILClient AssociatesSecurityAxis P3265-LVv5.3.0v5.2.0offlineOK3d 4h ago
AV-137Chicago, ILClient AssociatesAVCompliance Engine NVX-360v5.3.0v5.2.0offlineOK3d 4h ago
SEC-102Birmingham, ALCA Investment BankingSecurityAxis P3265-LVv4.1.2v5.2.0degradedPatch requiredlive
AV-103Birmingham, ALCA Investment BankingAVCompliance Engine NVX-360v4.1.2v5.2.0degradedPatch requiredlive
SEC-106Orlando, FLStar Asset Security / Ion247SecurityAxis P3265-LVv5.3.0v5.2.0degradedOKlive
AV-110Orlando, FLStar Asset Security / Ion247AVCompliance Engine NVX-360v5.3.0v5.2.0degradedOKlive
SEC-113San Jose, CAClient Associates Multi-Family OfficeSecurityAxis P3265-LVv5.3.0v5.2.0degradedOKlive
AV-114San Jose, CAClient Associates Multi-Family OfficeAVCompliance Engine NVX-360v5.3.0v5.2.0degradedOKlive
FIR-116Tulsa, OKCA Real Estate AdvisoryFireNotifier NFS2-3030v4.1.2v5.2.0degradedPatch requiredlive
SEC-117Tulsa, OKCA Real Estate AdvisorySecurityAxis P3265-LVv4.1.2v5.2.0degradedPatch requiredlive
SEC-124Columbus, OHMiles PMSSecurityAxis P3265-LVv5.3.0v5.2.0degradedOKlive
AV-125Columbus, OHMiles PMSAVCompliance Engine NVX-360v5.3.0v5.2.0degradedOKlive
FIR-127Atlanta, GAClient AssociatesFireNotifier NFS2-3030v4.1.2v5.2.0degradedPatch requiredlive
SEC-128Atlanta, GAClient AssociatesSecurityAxis P3265-LVv5.3.0v5.2.0degradedOKlive
FIR-131Exton (Philadelphia), PACA Compliance EngineFireNotifier NFS2-3030v4.1.2v5.2.0degradedPatch requiredlive
SEC-135Exton (Philadelphia), PACA Compliance EngineSecurityAxis P3265-LVv5.3.0v5.2.0degradedOKlive
FIR-138Chicago, ILClient AssociatesFireNotifier NFS2-3030v4.1.2v5.2.0degradedPatch requiredlive
SEC-139Chicago, ILClient AssociatesSecurityAxis P3265-LVv5.3.0v5.2.0degradedOKlive
FIR-104Birmingham, ALCA Investment BankingFireNotifier NFS2-3030v4.1.2v5.2.0healthyPatch requiredlive
AV-107Orlando, FLStar Asset Security / Ion247AVCompliance Engine NVX-360v5.3.0v5.2.0healthyOKlive
FIR-115San Jose, CAClient Associates Multi-Family OfficeFireNotifier NFS2-3030v4.1.2v5.2.0healthyPatch requiredlive
AV-118Tulsa, OKCA Real Estate AdvisoryAVCompliance Engine NVX-360v4.1.2v5.2.0healthyPatch requiredlive
SEC-121Columbus, OHMiles PMSSecurityAxis P3265-LVv5.3.0v5.2.0healthyOKlive
AV-129Atlanta, GAClient AssociatesAVCompliance Engine NVX-360v5.3.0v5.2.0healthyOKlive
SEC-132Exton (Philadelphia), PACA Compliance EngineSecurityAxis P3265-LVv5.3.0v5.2.0healthyOKlive
AV-140Chicago, ILClient AssociatesAVCompliance Engine NVX-360v5.3.0v5.2.0healthyOKlive