When the preferred tax entity can be identified, the engine will run 1 quote type. PrimeSolve will store the best rated quote. This quote will be based to the optimisation step. The optimisation engine will then decide if we can afford to implement the quote.

Note: In a scenario where the client can’t afford to purchase the quote, it is possible that a partial quote is implemented.

Each quote is rated according to the following criteria.

Scoring system

To generate a quote the following assumptions are applied:

Quote assumptions

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