VORIRESEARCH
Vori Research
Systematic, rules-based U.S. equity technology for individual investors, designed to run inside a brokerage account the investor owns and controls.
Vori Research is a brand of United Investing Systems.
ABOUT UNITED INVESTING SYSTEMS
We build fintech because we run it.
United Investing Systems is a U.S. financial technology company that designs, builds and operates the trading, data and reporting systems behind modern investment businesses.
In finance, "close enough" software costs you clients. A dropped broker connection at market open, a trade that doesn't match the statement or a gap in the records can undo years of trust. We build for those moments, because our own team operates algorithmic trading software for live client accounts every trading day.
- Brokerages integrated
- 8
- Years in fintech
- 6
- Systems in production
- 27
01 · WHAT WE DO
One team for your entire financial stack.
No handoffs between agencies and no finger-pointing. One team owns your system from the first diagram to long after launch.
Trading and automation platforms
Algorithmic strategy engines, rebalancing and order execution, connected to the brokerages your clients already use.
Broker and data integrations
Reliable connections to brokers, custodians and market data, with monitoring that catches failures before your clients do.
Investor reporting and portals
Positions, trade history, P&L and performance your team and clients can see in real time.
Audit trails and compliance support
Full, timestamped records of every trade and account change, built so your compliance team has the data it needs.
Payments and billing systems
Subscriptions, invoicing and payment processing, integrated with your CRM and accounting.
AI and automation
CRM workflows, AI-assisted operations and automated reporting that let a small team run like a large one.
OUR MISSION
Our mission
To build financial software that is accurate, auditable and dependable, so the businesses that serve investors can earn and keep their trust.
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, he leads the company's strategy, partnerships and growth across its trading, data, reporting and automation software, including its consumer brand, Vori Research.
Frank's strength is translation. He works alongside engineering and research teams to understand sophisticated technology, then turns it into products, partnerships and operations that customers can rely on.
His focus spans automated trading systems, brokerage integrations, financial data management, investor reporting and AI-powered business automation.
"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, brokerage connectivity, financial data 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 put dependable technology in front of more businesses and investors.
03 · OUR BRANDS
Our technology, in investors' hands.
We prove our systems in production by running them ourselves.
Visit voriresearch.com(opens in a new tab)
04 · HOW WE WORK
From idea to live in three steps.
- 1
Book a strategy call
Tell us about your product, your brokers and where things break today.
- 2
Get a clear plan
A written scope, timeline and risk review, approved by you before we write code.
- 3
Launch and scale
We build in short, tested cycles, go live with monitoring in place and keep improving after launch.
Engineered with discipline
Transparency by design
Every trade, balance and change is visible and traceable. No black boxes.
Reliability first
We favor proven, maintainable systems over clever shortcuts, because uptime matters at market open.
We stay after launch
Monitoring, maintenance and improvements for the life of your platform.
Plain communication
Honest timelines, clear trade-offs and documentation your whole team can follow.
05 · TRUST
Built to be checked.
A U.S. company
United Investing Systems, Inc. is a privately held Delaware corporation and U.S. financial technology company.
Software, not advice
We build and operate technology. We are not an investment adviser, broker-dealer or bank, and we do not hold customer funds or provide personalized investment advice.
Client assets stay with the broker
The systems we build connect to U.S. regulated brokerages and custodians. Client money stays in the client's own account.
Records you can audit
Timestamped logs of every trade and account change, available to you and your compliance team.
Security by default
Least-privilege access, encrypted connections and credentials kept out of shared systems.
People you can reach
A named team that answers the phone. Contact us at support@unitedinvestingsystems.com or book a strategy call.
NEXT STEP
Picture running your financial business with total confidence.
Every account visible, every trade on record and a team that stays with you after launch. Tell us what you're building and where it breaks today.