Honey empowers DFMs to create, manage, and scale model portfolios with full control and minimal friction. Our platform is built to reflect your investment philosophy while delivering the operational strength you need to serve a broad base of advisors and investors.
Model Portfolio Implementation
Build risk-profiled model portfolios and deploy them efficiently across your advisor network. Your strategy, executed exactly as intended.
Smart Rebalancing
Rebalance client portfolios in bulk, with tools that optimise for efficiency and tax outcomes saving time and protecting investor value.
Integrated Oversight & Reporting
Access detailed, DFM-specific reporting that supports oversight, governance, and continuous improvement.
Flexible Product Access
Honey’s platform supports a wide range of instruments within model portfolios including ETFs, CISs, hedge funds, and other bespoke portfolios. This gives DFMs the freedom to implement differentiated investment strategies that align with their philosophy and advisor needs.
While retirement products remain subject to Regulation 28 limits, our life-wrapped solutions living annuities and endowments offer unrestricted offshore investment access, enabling true global diversification.
This reflects global best practice in portfolio construction a level of flexibility rarely offered by other South African platforms. It’s a key differentiator that empowers DFMs and advisors to build world-class investment strategies without compromise.
At Honey, we don’t just support DFMs we build around them. Partner with us to simplify execution, enhance delivery, and grow with confidence.
