Add-ons

Copy trading, analytics, and manual trading are in every workspace. Five further capabilities are optional modules, priced separately and enabled per workspace under Settings → Modules.

Module	Adds
CRM	Contacts, activities, client management
Billing	Invoices, fees, billing automation
Commissions	Agent and partner commissions, payouts
Mailing	Campaigns, digests, mailing templates
Pools	NAV-based pool and fund tracking

How gating behaves

A disabled module hides its navigation entries and blocks its routes. That second half matters: hiding a link is not security, so a client who bookmarked a page from when a module was on gets a "feature unavailable" page rather than the data.

Turning a module off does not delete anything. Turn it back on and the records are where you left them.

They depend on each other more than the list suggests

CRM is the foundation. Contacts are how people exist in a workspace — as clients, as agents, as your own administrators. Without CRM there is nobody to invoice, nobody to pay commission to, and nobody to mail. It is also the only route to adding a teammate; see Invite your team.

Billing supplies contacts too, in a narrower way. The contact field on an account appears when CRM or Billing is on, because an invoice needs a person to be addressed to.

Commissions gives the Agent and Partner roles meaning. Without it there is no payout structure, so both roles are hidden from the role editor.

Pools and Billing interlock. A pool investor's fees are calculated on their share of the pool, which is a billing concept.