UK Consumer Composite Investments

How do we help?

As the UK evolves its retail disclosure framework, firms are preparing for the transition to Consumer Composite Investments (CCI) Product Summaries.

iQuant Solutions supports this shift by providing a centralized platform to manage data, calculations, report construction, and dissemination in one place. Whether enhancing existing processes or building new ones, we provide a structured and scalable approach to CCI disclosure production.

Report Construction

CCI reporting relies on accurate data and consistent calculation methodologies.

Our report builder supports both standardized templates and fully customized designs. Clients can select pre-defined layouts aligned with market expectations, with the ability to apply branding and targeted adjustments, or build fully customized Product Summaries with complete control over structure and content.

Data Management and Calculations

Clients can manage both quantitative data and narrative content within the same framework, with full control over inputs. Updates are reflected in real time, allowing users to review live renderings of Product Summaries as changes are made.

We integrate fund data from multiple sources into a single platform, where validation is applied at ingestion and prior to dissemination. We support data sources from your preferred vendors, including NAV valuations and positions from fund administrators, transaction history from OMS systems, supplementary data from vendors, as well as static data and narratives from the investment manager. All input data flows through our data validation process as part of the data acquisition step.