The Professional Wealth Manager is the full version of the calculation tools for trial users. For more information on how to input the information to generate a full financial plan, see Inputting a New Plan or take the Tour.
What does the plan do? It collects financial data and analyzes a person's portfolio in three possible ways, depending on what tools you select while using your trial account or on what tools you have purchased. The Professional Wealth Manager calculates the probability of your plan's success using the Historical Audit. Once you create an account, you can use this tool, as well as Wealth Simulator and Monte Carlo.
The Retirement Planner is the shorter version of the tool and requires less detailed input. It may be expanded later to include more detailed information.