ABOUT VORI RESEARCH
Discipline builds wealth. We build the discipline.
Vori Research builds systematic, quantitative investment technology for U.S. equities, designed to run inside a brokerage account you own and control.
Most individual investors still make decisions the hard way: headlines, hunches and emotion. Professional investors rely on process. Vori Research exists to close that gap by giving serious individual investors access to rules-based technology that follows a defined process every trading day, with the risks explained as clearly as the results.
01 · WHAT WE DO
Research, software and a process you can see.
Quantitative research
We research and test systematic strategies for liquid U.S. equities, studying how large institutional capital moves through the market.
Investment technology
Our software evaluates opportunities across thousands of U.S. stocks and executes a rules-based process automatically, connected to the investor's own brokerage account.
Investor transparency
We publish our methodology, historical research, drawdowns and risks, so investors can judge the process for themselves before committing a dollar.
One strategy, one philosophy
Vori Research currently offers one systematic U.S. equity strategy, Charter, built on a disciplined research process.
OUR MISSION
To give everyday investors access to modern, systematic investment tools, communicated clearly and responsibly.
02 · LEADERSHIP
Meet the CEO. Frank Dunlop.
Frank Dunlop is an American entrepreneur and executive with more than 30 years of experience building companies at the intersection of financial technology, data and disciplined sales execution. As CEO of United Investing Systems and Vori Research, he leads the business strategy, market development and commercial growth behind the companies' quantitative research, algorithmic trading software and automated investment systems.
Frank's strength is translation. He works alongside research and engineering teams to understand sophisticated technology, then turns it into clear value for the investors who use it.
His focus spans automated trading systems, brokerage integrations, financial data management and investor reporting.
"Technology alone doesn't build a successful company. You need a great product, the right people, effective marketing and a genuine commitment to your customers."
Fintech commercialization
Algorithmic trading, quantitative research, brokerage connectivity and investor reporting.
Data-driven growth
Measurable sales and marketing systems powered by CRM, analytics and AI automation.
Partnerships and distribution
Strategic relationships and channels that scale technology to more investors.
03 · THE COMPANY
Built by United Investing Systems.
Vori Research is a brand of United Investing Systems, Inc., a privately held U.S. financial technology company that designs, builds and operates trading, data and investor reporting systems. The same team that builds the technology operates it, monitors it and supports the investors who use it.
Visit unitedinvestingsystems.comOur approach to systematic investing
Rules over reactions
Every decision follows a defined, tested process. No discretionary calls based on headlines or emotion.
Follow the flow, not forecasts
The research is built around tracking how large institutional capital moves in liquid U.S. stocks, rather than predicting where the market will go.
Risk before return
Position sizing limits, hard stop losses, no leverage, no margin and no short selling are built into the process, and the system can hold cash when conditions are unclear.
Measured, not marketed
We show drawdowns and losing months alongside the gains, and we label historical, backtested and hypothetical results clearly.
04 · TRUST & TRANSPARENCY
How we earn your confidence.
Your account, your name
Your assets stay in your own account at a U.S. regulated brokerage. Vori Research never takes custody of client funds.
Trade access only
The technology connects with trading permissions so it can place orders. It is not designed to withdraw or transfer your money.
Published methodology
Our whitepapers explain how the strategies work, the risk controls and the historical record, including the drawdowns.
Clear about what we are
Vori Research is a software and technology provider. We are not an investment adviser, broker-dealer or financial planner, and we do not provide personalized investment advice.
Full disclosures
Every performance figure we publish is accompanied by its limitations. Read our Full Disclosures, Terms and Privacy Policy.
Real people, real support
Book a private demonstration to ask the hard questions, or contact our team at [email protected].
United Investing Systems, Inc.8 The Green, Ste B, Dover, DE 19901+1-302-244-5561voriresearch.com
NEXT STEP
See the research. Then decide for yourself.
Book a private demonstration to see how the technology works, review the historical research and ask the difficult questions. No pressure to move your money.