QuotaM vs WealthAims
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
QuotaM
This app provides financial advisers with a user-friendly interface and intuitive workflow to generate instant client quotes. It offers a clean, uncluttered design for efficient business operations.
- Instant client quotes
- User-friendly interface
- Intuitive workflow
- Clean design
- Anytime, anywhere access
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QuotaM, the Momentum Myriad new business app, is designed specifically for financial advisers. The app has a user-friendly interface, a clean uncluttered look and intuitive workflow. It enables you to give your clients instant quotes, anytime, anywhere.
WealthAims
This exclusive client portal app allows users to securely access financial documents shared by their advisor and stay connected with their financial planning team. It serves as a centralized hub for all your financial needs, simplifying your financial journey. Access is granted only after setup through your firm's Client Portal website.
- Secure access to financial documents
- Connect with financial advisor
- Centralized financial planning hub
- Client portal access
- Simplified financial journey
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WealthAims is an exclusive Client Portal App designed for clients of a Wealth and Financial Advice Firm. This app's access is granted only after setup through your financial advice firm’s Client Portal website. With WealthAims, you can: Securely access important financial documents shared by your adviser. Stay connected with your financial adviser. This app is a dedicated tool to enhance your financial planning experience, keeping everything you need in one place. If you’re a client of a participating financial advice firm, ensure your login is set up through your adviser’s client portal before using the mobile app. Download WealthAims today and simplify your financial journey!
Screenshots
Verdict
The clearest difference is update cadence: QuotaM at every 5 weeks against WealthAims's every 9 months. QuotaM also leads on iOS requirement (11.0 vs 13.0). On price, ads, in-app purchases and monetization model there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
QuotaM ships an update every 5 weeks, WealthAims every 9 months. The most recent releases landed on June 25, 2026 and September 8, 2026 respectively.
| Parameter | QuotaM | WealthAims |
|---|---|---|
| Price | Free | Free |
| Rating | — | 5.0 (1 ratings) — better |
| Positive reviews | 33.3% of reviews | — |
| Number of ratings | — | 1 — better |
| Update frequency | Every 5 weeks — better | Every 9 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Requires iOS | 11.0 — better | 13.0 |
| Further details — not scored | ||
| Size | 65 MB | 26 MB |
| Age rating | 4+ | 4+ |
| Developer | Momentum Metropolitan Life Ltd. | WealthObjects |
Customer experience
QuotaM
WealthAims
In-app purchases
QuotaM
No in-app purchases
WealthAims
No in-app purchases
