Virtual mailroom for RIAs & family offices | Stable
Trusted by RIAs & family offices
Transform mail into automated workflows
Stable's AI-powered platform unlocks the information in your RIA and family office mail and puts it to work for you.
Serve clients faster
Stable provides instant digital access to every document, complete with AI summaries, so your team can act on client mail from anywhere.
Elevate client trust
Stable processes every piece of mail with SOC 2 Type II security, permission-based access, and encrypted data so clients know their private information is protected.
Keep a compliant record
Stable makes every document easy to find and produce, with tagging, teams, and a full audit trail.
You can count on Stable
60% avg. reduction in mail handling time
50% avg. reduction in mail costs
4x ROI within one year
Smarter mail workflows for RIAs & family offices
Join the growing list of RIA and family offices using our AI-powered platform to handle client mail securely and at scale.
Take a tour
1
Get a virtual address
Pick a premium business address to centralize mail for your entire organization. Multi-address support available.
2
We receive and digitize your mail
It arrives at your new address and is processed at our in-house facilities. It's scanned and uploaded to your Stable platform the same day.
3
Manage your mail online
From checks to legal notices, act on your mail from anywhere. Automate routing, collaborate with colleagues, and be alerted to urgent actions.
Integrate Stable with your favorite tools
Salesforce
Redtail
Wealthbox
Quickbooks
Addepar
Black Diamond
Masttro
Security RIAs & family offices can trust
Stable is backed by enterprise-grade security and compliance built to protect your mail at every step.
Certified & compliant
Stable adheres to SOC 2 Type II standards, with the security controls wealth-management firms rely on.
Encryption & access controls
Mail data is encrypted, access is permission-based, and every action is logged for auditing and accountability.
Reliable infrastructure
Stable is built to process thousands of documents daily, complete with backups, uptime guarantees, and performance monitoring.
Frequently asked questions
Don't see your question answered? Email us instead.
Can we organize mail by client, account, or entity? Yes. Tag, assign, and set routing rules by client, account, or legal entity, so custodial statements, tax forms, and checks land in the right place automatically — whether you manage a hundred client accounts or a dozen family entities and trusts.
What is a virtual mailroom for RIAs and family offices? A virtual mailroom receives, scans, and digitizes your firm’s incoming mail so your team can access, route, and act on it online instead of sorting paper by hand. Stable’s virtual mailroom centralizes mail at a premium business address, digitizes it the same day at our in-house facilities, and routes it automatically to the right advisor, client file, or team — while keeping a searchable, audit-ready record for your SEC/state and Reg S-P obligations.
What’s the difference between a virtual address and a virtual mailroom? A virtual address gives your RIA or family office a premium street address to receive mail. A virtual mailroom, sometimes called a virtual mailbox, goes further. Stable digitizes, tags, and routes that mail automatically, so your team can manage it entirely online.
How does Stable keep up with custodial statements and tax documents at volume? Our in-house facilities digitize mail at scale, with AI summaries and automated routing that get 1099s, K-1s, and account statements from Schwab, Fidelity, Pershing, and others to the right advisor or client file — even during the tax-season crush.
Can we quickly produce records for an SEC or state audit? Yes. Stable keeps a permanent, searchable digital archive of every piece of mail, plus an audit trail of every action taken on it — retained even after the physical mail is shredded — to support your SEC/state books-and-records (Rule 204-2) and Reg S-P obligations.
Can I use a professional business address and keep my home address private? Absolutely. Get a real premium street address to use on your Form ADV, with the IRS, custodians, and clients — so solo and small firms can keep a home address off public records.
How do you protect the confidentiality of client mail? Sensitive mail is processed in secure facilities on a SOC 2 Type II platform with encryption, and permission-based access ensures only the right people — a client's advisor, or your ops or compliance team — can see it. Every action is logged.
Can mail be segmented by team — advisors, operations, compliance? Absolutely. Configurable permissions ensure the right mail reaches the right people, and Stable can automatically route mail based on keywords found in the content and on the envelope.
Can Stable integrate with our CRM or portfolio-management software? Stable's open API and webhooks make it easy to integrate with the tools in your firm's tech stack, and we can push data extracted from paper mail into your system of record.
How does Stable handle client checks and deposits? Stable automatically detects, digitizes, and routes every check, and can forward physical checks for mail-in deposit with your bank or custodian — no manual sorting.
Do you offer virtual addresses in multiple states? Stable offers premium addresses in major markets across the U.S., with multi-address support that centralizes mail processing as your firm grows.
Switching to Stable is easy
Our AI-powered change of address process makes the transition seamless.
30 day money back guarantee
Change of address guidance