Waverly Advisors vs Mobile Summit
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Waverly Advisors
Access your financial account details, including valuation, performance, and reports. This app is designed exclusively for authorized clients to view their financial information on mobile devices.
- View account valuation
- Track performance
- Access reports
- Exclusive client access
- Mobile-optimized interface
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This mobile application is available exclusively for Waverly Advisors' clients. The app allows you to view account valuation, performance, and reporting information for authorized users, in an application developed specifically for mobile devices.
Mobile Summit
Access your benefit plan details, claims, and reimbursements conveniently on your mobile device. Manage your debit card, upload receipts, and receive automatic notifications. File claims directly using photos of your receipts.
- View benefit plan details
- Access claims and reimbursements
- Manage debit card activity
- Upload debit card receipts
- File claims with photos (SnapClaim™)
- Receive automatic notifications
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Get quick and easy access ‘on the go’ to all your benefit plan information! The Summit™ mobile app helps you save time and maximize all of your benefits. View details on your enrolled benefits as well as on all associated claims and reimbursements. Why should you use the Summit™ app? • It’s easy: The app has been designed with your needs in mind. • It’s convenient: Get 24/7 access from anywhere to your benefit information. • It’s secure: All transmitted information is encrypted, and no personal information is stored on your mobile device. What can you view and manage with the Summit™ app? • Benefit plan details, claims and reimbursements • Debit card activity, with ability to block a lost or stolen card • Upload debit card receipts when needed • Personal account information • Automatic notifications and alerts End receipt faxing and fumbling with SnapClaim™ Use the Summit™ app to file claims directly from your mobile device using photos of receipts (available for plans that have enabled this feature).
Screenshots
Verdict
The clearest difference is rating: Waverly Advisors at 5.0 against Mobile Summit's 2.5. Waverly Advisors also leads on device support (3 vs 1) and iOS requirement (15.6 vs 17.6). Mobile Summit's advantage is ratings volume (42 vs 1) and update cadence (every 2 months vs every 5 months). 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.
Waverly Advisors holds the better App Store score, 5.0 against 2.5. That said, the two scores are not equally well evidenced: Mobile Summit has 42 ratings behind it against 1, so its average is the more settled of the two.
Waverly Advisors ships an update every 5 months, Mobile Summit every 2 months. The most recent releases landed on October 4, 2026 and October 12, 2026 respectively.
| Parameter | Waverly Advisors | Mobile Summit |
|---|---|---|
| Price | Free | Free |
| Rating | 5.0 (1 ratings) — better | 2.5 (42 ratings) |
| Positive reviews | — | 14.3% of reviews |
| Number of ratings | 1 | 42 — better |
| Update frequency | Every 5 months | Every 2 months — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad, iPod — better | iPhone |
| Requires iOS | 15.6 — better | 17.6 |
| Further details — not scored | ||
| Size | 61 MB | 24 MB |
| Age rating | 4+ | 4+ |
| Developer | Waverly Advisors, LLC | DataPath, Inc. |
Customer experience
Waverly Advisors
Mobile Summit
In-app purchases
Waverly Advisors
No in-app purchases
Mobile Summit
No in-app purchases
Questions
Is Waverly Advisors free?
Is Mobile Summit free?
Which has better reviews, Waverly Advisors or Mobile Summit?
Do Waverly Advisors or Mobile Summit have ads?
Which is updated more often, Waverly Advisors or Mobile Summit?
Other comparisons
