The Bestbuilt® Hypothetical tool equips you with advanced analytics and customizable options to deliver more insightful, data-driven recommendations to your clients.
Create Better Portfolios
Empower Better Investment Decisions
Streamlined, User-Friendly Experience
Designed for ease of use, the tool simplifies complex analysis, allowing you to quickly access data, generate detailed reports, and focus on what matters most—your clients.
Adaptable to Your Practice
Whether you’re reviewing a client’s portfolio or testing new investment ideas, the tool’s flexible features support a wide range of advisory services and strategic decisions.
Portfolio Optimizer
Move from a client’s current holdings to an optimized, repeatable model portfolio in minutes. Bestbuilt® Hypotheticals keeps the process practical, surfaces the trade-offs that matter, and documents the rationale behind every change.
Key features and benefits:
- Guided optimization workflow. Import holdings, set targets and constraints, review alternatives, then fine-tune and export client-ready comparisons.
- Scenario modeling for clearer recommendations. Show lump sum vs DCA, income and withdrawal approaches, rebalancing cadence, and allocation shifts tied to goals and risk tolerance.
- Reusable model portfolios. Save, reuse, and adapt models to speed implementation, improve consistency, and standardize your process.
- Actionable rebalancing analysis. Spot drift vs target, flag material deviations, and model trades to realign portfolios.
Fund Comparison
Do faster due diligence with side-by-side fund comparisons built for advisor workflows. Bestbuilt® Hypotheticals helps you evaluate Canadian mutual funds and ETFs consistently, capture your rationale, and support a more defensible recommendation process.
Key features and benefits:
- Side-by-side fund comparison. Review performance across time periods, risk analytics (beta, standard deviation, more), fees, and holdings plus allocation breakdowns in one view.
- KYP-friendly peer alternatives. Automatically surface comparable funds by asset class and risk profile to streamline due diligence and document why you selected one option over others.
- Open-architecture coverage. Research across a broad universe of Canadian mutual funds and Canadian plus U.S.-listed ETFs, with regularly updated data.
- Custom watchlists. Build, save, and manage fund lists for ongoing research, preferred lineups, or client-segment portfolios.
Need the old Bestbuilt interface?
If you need to keep working in the legacy Bestbuilt experience, it is still available here Legacy Bestbuilt. Please note. Legacy access ends August 31, 2026. There is no data migration from legacy to the new version, so portfolios, models, watchlists, and saved work will not carry over.
FAQs
Bestbuilt® Hypotheticals helps advisors create “second opinion” reviews and test investment ideas before making a recommendation.
The tool is intended for advisors looking to analyze investment ideas and generate client ready reports.
You can build and evaluate scenarios across a broad universe of Canadian mutual funds and hundreds of ETFs, including Franklin Templeton funds.
Fund Compare supports side by side fund comparison with interactive charting, simplified reports, fact sheets, and a robust screener to quickly narrow to a shortlist.
Fund Advantage provides automated peer fund recommendations to speed up comparisons and support KYP documentation with relevant alternatives.
You can view a detailed fund breakdown including ESG insights and fee projections, plus supporting fund fact sheets for client conversations.
Portfolio Optimizer supports guided portfolio design, captures current holdings, and compares multiple alternatives against the current portfolio across several analytics.
Yes. You can add notes to reports to capture rationale and context, supporting consistent documentation for client discussions and internal review.