What does Vori Research sell?
Vori Research sells a software license. The license gives customers access to the Charter algorithm, account setup and onboarding, performance reporting tools, and ongoing technical support.
Who owns and runs Vori Research?
Vori Research is owned and operated by United Investing Systems, Inc. Frank Dunlop is the company's CEO.
Does Vori Research manage my money?
No. Your money stays in your own brokerage account, in your name. Vori Research's connection is limited to placing trades, and it cannot withdraw or transfer funds.
Is Vori Research a financial adviser or broker?
No. Vori Research is a software and technology company. It is not a registered investment adviser, broker-dealer or financial institution, and it does not give personalized investment advice.
Who is Vori Research for?
Vori Research is built for self-directed investors who want a disciplined, rules-based approach to trading U.S. stocks without watching the market all day, and who want to keep full ownership of their own brokerage account.
Which brokerages does Vori Research work with?
Charter runs in Interactive Brokers accounts, connected through Interactive Brokers' official trading API. See the FAQ for any additional brokerages as they are added.
How do I contact Vori Research?
Email [email protected] or book a demo at voriresearch.com. Mailing address for legal notices: United Investing Systems, Inc., dba Vori Research, 8 The Green, Ste B, Dover, DE 19901.