---
title: 'ECI RockSolid MAX  + Wealthbox'
url: 'https://www.staging38.commercient.com/product/eci-rocksolid-max-wealthbox/'
date: '2026-06-19T10:13:00-04:00'
modified: '2026-06-19T10:13:00-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects ECI RockSolid MAX to Wealthbox, giving your team access to ECI RockSolid MAX data directly within Wealthbox. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects ECI RockSolid MAX and Wealthbox, syncing customer, order and operational data between the ERP and Wealthbox. This gives different teams the platform they prefer while keeping shared data aligned between ECI RockSolid MAX and Wealthbox.

## What syncs

- Export ECI RockSolid MAX Purchase Orders to Wealthbox
- Connect ECI RockSolid MAX Payments to Wealthbox
- Sync ECI RockSolid MAX Credit Notes to Wealthbox
- Update ECI RockSolid MAX Customers from Wealthbox Data
- Import Wealthbox Records into ECI RockSolid MAX as New Entries
- Sync ECI RockSolid MAX Customers to Wealthbox Account Records

## Why Commercient

### Reporting and data visibility

Sync ECI RockSolid MAX transactional data to Wealthbox so teams have the information they need for reporting, planning and operational decisions.

### Credit note and returns management

Connect ECI RockSolid MAX Credit Notes and returns data to Wealthbox to keep customer account balances and return records aligned between both systems.

### Purchase order management

Export ECI RockSolid MAX Purchase Orders to Wealthbox so procurement and operations teams can manage purchasing from either system with consistent data.

### Payment and cash management

Sync ECI RockSolid MAX Payments and receipt data to Wealthbox so financial records and customer payment status are current in both platforms.

## About ECI RockSolid MAX

ECI RockSolid MAX is a leading business platform used by companies worldwide.

## About Wealthbox

Wealthbox is a CRM platform for financial advisors, managing client relationships, tasks, notes, activities, opportunities and team collaboration.

## Frequently asked questions

### Can ECI RockSolid MAX Vendors and Purchase Orders sync to Wealthbox?

Commercient can support syncing ECI RockSolid MAX Vendors and Purchase Orders to Wealthbox when relevant to the integration workflow. Exact capabilities depend on both systems and the project scope.

### How is the ECI RockSolid MAX and Wealthbox integration scoped and implemented?

Commercient scopes each integration based on the customer's ECI RockSolid MAX and Wealthbox configuration, the objects to be synced and the required sync direction. Timelines and supported objects are agreed during the scoping process.

### Can ECI RockSolid MAX Invoices data sync to Wealthbox?

Yes, Commercient can sync ECI RockSolid MAX Invoices data to Wealthbox when included in scope. Exact field mapping, sync frequency and object coverage are configured per project.

### Can new records created in Wealthbox be imported into ECI RockSolid MAX?

Commercient can support importing new records created in Wealthbox into ECI RockSolid MAX when included in the integration scope. Direction and object coverage depend on project configuration.

### What support does Commercient provide after go-live?

Commercient provides ongoing support for the ECI RockSolid MAX and Wealthbox integration after go-live. Support coverage and response times depend on the customer's support plan and service level agreement.