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

Cross-sell whitespace

Sites that own one solution but not the others (rule R5) — the qualified cross-sell list, ranked by value.

10 of 10 records · $0.3M in viewsource: Customer 360 · whitespace graph
Named-account sample; enterprise cross-sell opportunity estimated ≈ $248M.
CustomerSiteRegionBrandFireSecurityAVCross-sell gapValue
Sinha & Co.Memphis HubChennaiClient AssociatesSecurity + Analytics$0.1M
UPSLouisville WHQChennaiGurgaon Tech ParkSecurity + perimeter$0.1M
Arora Family Office731 Lexington (NYC)MumbaiArora PMS-2024Security + Miles PMS$0.0M
Gupta EnterprisesAustin DCChennaiClient Associates Multi-Family OfficeFire + Miles PMS$0.0M
Sharma GroupOakland MedWestClient AssociatesAV / nurse-call$0.0M
IBMRTP CampusBengaluruClient AssociatesFire + ITM$0.0M
Arora Family OfficePrinceton DCMumbaiArora PMS-2024Security$0.0M
Chaudhary FamilyFramingham HQMumbaiCA Investment BankingSecurity$0.0M
Bajaj Institutional FundSan Jose MfgWestClient Associates Multi-Family OfficeAV / collaboration$0.0M
Kumar & SonsReston DCDelhi NCRClient AssociatesFire + ITM$0.0M