It’s very important to dynamically assign the tasks to corresponding actors in workflow management system, especially in complex applications. This improves the flexibility of workflow systems. In this paper, a role-based workflow model with fuzzy optimized intelligent assignment is proposed and applied in the investment management system. A groupware-based software model is also proposed. It’s very important to dynamically assign the tasks to corresponding actors in workflow management system, especially in complex applications. This improves the flexibility of workflow systems. In this paper, a role-based workflow model with fuzzy optimized intelligent assignment is applied and applied in the investment management system. A groupware-based software model is also proposed.